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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 Sechrest Financial Services (swap one in):+ Traub Capital Management $210.8M · Needham, MA+ Cannon Beach Financial Advisors $209.2M · San Ramon, CA+ Financial Strategies Group $189.1M · Fargo, ND+ Colman Knight Advisory Group, LLC $187.7M · Acton, MA
Acton, MA
Boston, MA
Bala Cynwyd, PA
Assets under management$199.2M$210.6M$189.2M
Asset growth, last 2 years+30%+5%–
Advisory staff244
Individual clients53177252
Assets per client$3.8M$1.2M$751K
Clients per advisor274463
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack––2
People on Advicer.bio245

From each firm's latest Form ADV (Jan 2026, Mar 2026, May 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.

ToolSechrest Financial ServicesMason Capital PartnersOdyssey Capital Advisors Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Sechrest Financial Services: Fidelity · Mason Capital Partners: Schwab · Odyssey Capital Advisors Inc.: Schwab