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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+ Faithward Advisors, LLC $1.05B · Lancaster, PA+ Ashford Advisors, LLC $942.7M · Pittsford, NY+ Fagan Associates Inc $940.7M · Troy, NY
New York, NY
New York, NY
Assets under management$1B$1.05B
Asset growth, last 2 years+505%+17%
Advisory staff54
Individual clients937612
Assets per client$1.1M$1.7M
Clients per advisor187153
Main custodian–Fidelity
Filing with the SEC since–2012 or earlier
Tools in their stack––
People on Advicer.bio34

From each firm's latest Form ADV (Jul 2026, Feb 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 · Griffin Asset Management, LLC: Fidelity, Pershing, UBS