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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):+ Zimmermann Alan L $209.2M+ Cannon Beach Financial Advisors $209.2M · San Ramon, CA+ Odyssey Capital Advisors Inc. $189.2M · Bala Cynwyd, PA+ Colman Knight Advisory Group, LLC $187.7M · Acton, MA
Acton, MA
Boston, MA
Needham, MA
Assets under management$199.2M$210.6M$210.8M
Asset growth, last 2 years+30%+5%+41%
Advisory staff244
Individual clients53177129
Assets per client$3.8M$1.2M$1.6M
Clients per advisor274432
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio243

From each firm's latest Form ADV (Jan 2026, Mar 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: Sechrest Financial Services: Fidelity · Mason Capital Partners: Schwab · Traub Capital Management: Fidelity, Schwab