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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+ Mark Muecke Capital Management, LLC $48.3M · San Antonio, TX+ Herzog Financial Group, LLC $48.3M · Saint Louis, MO
Fairport, NY
New City, NY
Orleans, MA
Assets under management$50.8M$53.5M$48.3M
Asset growth, last 2 years+19%––
Advisory staff212
Individual clients9217247
Assets per client$553K$3.1M$196K
Clients per advisor4617124
Main custodianSchwabSchwab–
Filing with the SEC since201520242025
Tools in their stack–––
People on Advicer.bio–12

From each firm's latest Form ADV (Mar 2026, Feb 2026, Mar 2025). 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 · The Montgomery Financial Group, Inc.: none listed