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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+ Ashford Advisors, LLC $942.7M · Pittsford, NY+ Estabrook Capital Management LLC $933.3M · New York, NY
New York, NY
Troy, NY
Melville, NY
Assets under management$1B$940.7M$931.6M
Asset growth, last 2 years+505%+39%+29%
Advisory staff537
Individual clients9371,763601
Assets per client$1.1M$534K$1.6M
Clients per advisor18758886
Main custodian–SchwabSchwab
Filing with the SEC since–2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio336

From each firm's latest Form ADV (Jul 2026, Mar 2026, Apr 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.

ToolSeedsFagan Associates IncFrisch Financial Group, Inc.
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
GReminders––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Seeds: Fidelity · Fagan Associates Inc: Schwab · Frisch Financial Group, Inc.: Schwab