Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ 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
Milton, GA
Assets under management$1B$1.05B$1.05B
Asset growth, last 2 years+505%+17%+58%
Advisory staff544
Individual clients937612472
Assets per client$1.1M$1.7M$2.2M
Clients per advisor187153118
Main custodian–FidelitySchwab
Filing with the SEC since–2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio344

From each firm's latest Form ADV (Jul 2026, Feb 2026, Oct 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.

ToolSeedsGriffin Asset Management, LLCJamison Private Wealth Management, Inc.
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Seeds: Fidelity · Griffin Asset Management, LLC: Fidelity, Pershing, UBS · Jamison Private Wealth Management, Inc.: Schwab