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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 Simmons Capital Group (swap one in):+ Iadvise Partners $224.5M · New York, NY+ Pacific Peak Advisors, LLC $223.7M · Ketchum, ID+ Sterling Manor Financial, LLC $201M · Saratoga Springs, NY+ Farrell Financial $200.6M · Orchard Park, NY
Halfmoon, NY
White Plains, NY
Ridgeland, MS
Assets under management$213M$224.6M$223.8M
Asset growth, last 2 years+1%+38%+38%
Advisory staff832
Individual clients450273357
Assets per client$473K$823K$627K
Clients per advisor5691179
Main custodianPershingSchwabSchwab
Filing with the SEC since201520172020
Tools in their stack2–2
People on Advicer.bio732

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

ToolSimmons Capital GroupPrato Capital ManagementEasley Investment Consultants, Inc.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Simmons Capital Group: Pershing · Prato Capital Management: Schwab · Easley Investment Consultants, Inc.: Schwab