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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 Seneca Financial Advisors LLC (swap one in):+ Navis Wealth Advisors LLC $902.2M · Rye Brook, NY+ Autopilot $892.4M · New York, NY+ Great Diamond Partners, LLC $804.1M · Portland, ME+ Francis Financial $803.2M · New York, NY
Rochester, NY
New York, NY
Albany, NY
Assets under management$847.2M$895.1M$804.3M
Asset growth, last 2 years+40%+43%+27%
Advisory staff5410
Individual clients353111369
Assets per client$2.4M$8.1M$2.2M
Clients per advisor712837
Main custodianSchwabInteractive BrokersFidelity
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack––3
People on Advicer.bio653

From each firm's latest Form ADV (Jun 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.

ToolSeneca Financial Advisors LLCMaytech Global InvestmentsCurran Wealth Management
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Seneca Financial Advisors LLC: Schwab, Fidelity · Maytech Global Investments: Interactive Brokers, Schwab · Curran Wealth Management: Fidelity