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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+ Farrell Financial $200.6M · Orchard Park, NY+ Radix Organization, Inc. $200.1M · New York, NY
Halfmoon, NY
White Plains, NY
Saratoga Springs, NY
Assets under management$213M$224.6M$201M
Asset growth, last 2 years+1%+38%+26%
Advisory staff833
Individual clients450273393
Assets per client$473K$823K$511K
Clients per advisor5691131
Main custodianPershingSchwabSchwab
Filing with the SEC since201520172016
Tools in their stack2––
People on Advicer.bio733

From each firm's latest Form ADV (Apr 2026, Mar 2026, May 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 ManagementSterling Manor Financial, LLC
CRM
SS&C Black DiamondUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Simmons Capital Group: Pershing · Prato Capital Management: Schwab · Sterling Manor Financial, LLC: Schwab