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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):+ Easley Investment Consultants, Inc. $223.8M · Ridgeland, MS+ 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
New York, NY
Assets under management$213M$224.6M$224.5M
Asset growth, last 2 years+1%+38%+29%
Advisory staff831
Individual clients45027320
Assets per client$473K$823K$11.2M
Clients per advisor569120
Main custodianPershingSchwabJ.P. Morgan
Filing with the SEC since201520172013
Tools in their stack2––
People on Advicer.bio732

From each firm's latest Form ADV (Apr 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.

ToolSimmons Capital GroupPrato Capital ManagementIadvise Partners
CRM
SS&C Black DiamondUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Simmons Capital Group: Pershing · Prato Capital Management: Schwab · Iadvise Partners: J.P. Morgan