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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 Armory Capital Management, LLC (swap one in):+ Marathon Mission, Inc. $177.1M · Latham, NY+ Sovereign Asset Management $176M · Amherst, NY+ Invest Inc. $158.7M · Lexington, KY+ Clarus Group LLC $158M · New York, NY
Syracuse, NY
Buffalo, NY
East Syracuse, NY
Assets under management$167.1M$176.4M$158.3M
Asset growth, last 2 years+47%+25%+26%
Advisory staff212
Individual clients95525126
Assets per client$1.8M$336K$1.3M
Clients per advisor4852563
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack215
People on Advicer.bio232

From each firm's latest Form ADV (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.

ToolArmory Capital Management, LLCCollins Advisors, LLCBpc Advisors LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
MorningstarUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Armory Capital Management, LLC: Schwab · Collins Advisors, LLC: Raymond James · Bpc Advisors LLC: Schwab