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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 1015 Capital Partners, LLC (swap one in):+ Garnett Investment Strategies $158M · Beatrice, NE+ Hallett Advisors $157.9M · Port Angeles, WA+ Brett Josey Wealth Management LLC $142.6M+ Kopion Asset Management, LLC $142.6M · Mckinney, TX
New York, NY
Logan, UT
Assets under management$150.4M$158M$158M
Asset growth, last 2 years+48%+46%+33%
Advisory staff228
Individual clients18182302
Assets per client$8.4M$868K$523K
Clients per advisor99138
Main custodianSchwabSchwab–
Filing with the SEC since202420202024
Tools in their stack42–
People on Advicer.bio238

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

Tool1015 Capital Partners, LLCClarus Group LLCHarold Dance Investments
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: 1015 Capital Partners, LLC: Schwab · Clarus Group LLC: Schwab · Harold Dance Investments: none listed