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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+ Herzog Financial Group, LLC $48.3M · Saint Louis, MO
Fairport, NY
New City, NY
San Antonio, TX
Assets under management$50.8M$53.5M$48.3M
Asset growth, last 2 years+19%––
Advisory staff211
Individual clients921744
Assets per client$553K$3.1M$1.1M
Clients per advisor461744
Main custodianSchwabSchwab–
Filing with the SEC since201520242026
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Seaway Advisors: Schwab · Lt Advisors LLC: Schwab · Mark Muecke Capital Management, LLC: none listed