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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Seaway Advisors (swap one in):+ Schmerge Executive Planning Services, Inc. $53.4M · Cincinnati, OH+ Dunvegan Associates Inc $53.4M · Santa Barbara, CA+ The Montgomery Financial Group, Inc. $48.3M · Orleans, MA+ Mark Muecke Capital Management, LLC $48.3M · San Antonio, TX
Fairport, NY
New City, NY
Saint Louis, MO
Assets under management$50.8M$53.5M$48.3M
Asset growth, last 2 years+19%––
Advisory staff211
Individual clients921787
Assets per client$553K$3.1M$555K
Clients per advisor461787
Main custodianSchwabSchwab–
Filing with the SEC since201520242026
Tools in their stack––1
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolSeaway AdvisorsLt Advisors LLCHerzog Financial Group, LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Seaway Advisors: Schwab · Lt Advisors LLC: Schwab · Herzog Financial Group, LLC: none listed