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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 Sloan Advisory Group, Inc. (swap one in):+ Old Beach Investment Advisors, LLC $66.8M · Houston, TX+ Connect Financial Advisors $66.8M+ Nfi, LLC $60.4M · Seven Fields, PA+ R & R Financial Planners, Inc. $60.1M · East Meadow, NY
Glens Falls, NY
New York, NY
Assets under management$63.6M$67M$60.4M
Asset growth, last 2 years+30%−0%–
Advisory staff132
Individual clients322779
Assets per client$2M$2.5M$764K
Clients per advisor32940
Main custodianSchwabRBC–
Filing with the SEC since201620212026
Tools in their stack3––
People on Advicer.bio152

From each firm's latest Form ADV (Feb 2026, Jun 2026, Sep 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.

ToolSloan Advisory Group, Inc.Vanquour LLCSomerville Associates
Custodial Platform
Charles SchwabUses it––
Digital Marketing
MailchimpUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Sloan Advisory Group, Inc.: Schwab · Vanquour LLC: RBC · Somerville Associates: none listed