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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 Seeds:+ Armbruster Capital Management, Inc. $1.06B · Pittsford, NY+ Griffin Asset Management, LLC $1.05B · New York, NY+ Fagan Associates Inc $940.7M · Troy, NY+ Estabrook Capital Management LLC $933.3M · New York, NY
New York, NY
Pittsford, NY
Assets under management$1B$942.7M
Asset growth, last 2 years+505%+47%
Advisory staff53
Individual clients93751
Assets per client$1.1M$18.5M
Clients per advisor18717
Main custodian–Schwab
Filing with the SEC since–2012 or earlier
Tools in their stack––
People on Advicer.bio32

From each firm's latest Form ADV (Jul 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: Seeds: Fidelity · Ashford Advisors, LLC: Schwab, Northern Trust