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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 Setchfield Asset Management (swap one in):+ Mcdermott Investment Advisors, LLC $203.3M · Naples, FL+ Campbell Financial Partners, LLC $202.7M · Fort Myers, FL+ Sandy Morris Financial & Estate Planning Services, LLC $183.1M · Tampa, FL+ Allegiance Financial Advisors, Inc. $181.9M · Jacksonville, FL
Bradenton, FL
Boca Raton, FL
Gardiner, ME
Assets under management$192.8M$202.9M$183.2M
Asset growth, last 2 years+52%+30%+57%
Advisory staff1210
Individual clients250107720
Assets per client$771K$1.9M$254K
Clients per advisor2505472
Main custodianSchwab–Schwab
Filing with the SEC since20192012 or earlier2022
Tools in their stack–14
People on Advicer.bio119

From each firm's latest Form ADV (Feb 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.

ToolSetchfield Asset ManagementSyntax Research, Inc.J.m. Arbour, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it
TAMP
GeoWealth––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Setchfield Asset Management: Schwab · Syntax Research, Inc.: none listed · J.m. Arbour, LLC: Schwab