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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 Sheridan Capital Management, LLC (swap one in):+ Boyar Asset Management, Inc. $228.2M · New York, NY+ Wealth Forward, LLC $228.1M · Fargo, ND+ Adc Wealth Management, LLC $206.1M · Massapequa, NY+ Hfh Planning Inc. $206.1M
Irving, TX
The Woodlands, TX
Assets under management$217.2M$228.1M$206.2M
Asset growth, last 2 years+30%+6%+45%
Advisory staff143
Individual clients11635746
Assets per client$1.9M$639K$4.5M
Clients per advisor1168915
Main custodianSchwabTradestation Securities, Inc.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–––
People on Advicer.bio143

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Sheridan Capital Management, LLC: Schwab · Snider Advisors: Tradestation Securities, Inc., Interactive Brokers · Cooksen Wealth, LLC: Schwab