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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 Sfi Advisors, LLC (swap one in):+ S.f. Ehrlich Associates, Inc. $185.8M · Cranford, NJ+ Halberstadt Financial Consultants Inc $185M · Princeton, NJ+ Catalyst Wealth Advisors LLC $167.2M · Newport Beach, CA+ Armory Capital Management, LLC $167.1M · Syracuse, NY
Montclair, NJ
Hackensack, NJ
Jersey City, NJ
Assets under management$176M$185.1M$185.4M
Asset growth, last 2 years−26%+58%–
Advisory staff642
Individual clients30422955
Assets per client$579K$808K$3.4M
Clients per advisor515728
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720212024
Tools in their stack1–3
People on Advicer.bio462

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

ToolSfi Advisors, LLCEmissary WealthAhara Advisors
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Sfi Advisors, LLC: Schwab, Adp Broker-Dealer, Inc. · Emissary Wealth: Schwab · Ahara Advisors: Fidelity, Schwab