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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+ Ahara Advisors $185.4M · Jersey City, NJ+ Catalyst Wealth Advisors LLC $167.2M · Newport Beach, CA+ Armory Capital Management, LLC $167.1M · Syracuse, NY
Montclair, NJ
Hackensack, NJ
Princeton, NJ
Assets under management$176M$185.1M$185M
Asset growth, last 2 years−26%+58%+36%
Advisory staff643
Individual clients304229157
Assets per client$579K$808K$1.2M
Clients per advisor515752
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720212012 or earlier
Tools in their stack1––
People on Advicer.bio462

From each firm's latest Form ADV (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.

ToolSfi Advisors, LLCEmissary WealthHalberstadt Financial Consultants Inc
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Sfi Advisors, LLC: Schwab, Adp Broker-Dealer, Inc. · Emissary Wealth: Schwab · Halberstadt Financial Consultants Inc: Schwab