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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+ Estabrook Capital Management LLC $933.3M · New York, NY+ Frisch Financial Group, Inc. $931.6M · Melville, NY
New York, NY
Pittsford, NY
Troy, NY
Assets under management$1B$942.7M$940.7M
Asset growth, last 2 years+505%+47%+39%
Advisory staff533
Individual clients937511,763
Assets per client$1.1M$18.5M$534K
Clients per advisor18717588
Main custodian–SchwabSchwab
Filing with the SEC since–2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio323

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

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.

ToolSeedsAshford Advisors, LLCFagan Associates Inc
Custodial Platform
Charles Schwab––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Seeds: Fidelity · Ashford Advisors, LLC: Schwab, Northern Trust · Fagan Associates Inc: Schwab