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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 (swap one in):+ Armbruster Capital Management, Inc. $1.06B · Pittsford, NY+ Griffin Asset Management, LLC $1.05B · New York, NY+ Fagan Associates Inc $940.7M · Troy, NY+ Frisch Financial Group, Inc. $931.6M · Melville, NY
New York, NY
Pittsford, NY
New York, NY
Assets under management$1B$942.7M$933.3M
Asset growth, last 2 years+505%+47%+8%
Advisory staff535
Individual clients93751697
Assets per client$1.1M$18.5M$1.3M
Clients per advisor18717139
Main custodian–SchwabSchwab
Filing with the SEC since–2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio321

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 · Estabrook Capital Management LLC: Schwab, Wells Fargo