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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 Barrett & Company (swap one in):+ Enrich Financial Partners LLC $556.8M · Madison, WI+ Ht Partners LLC $556.3M · Centerbrook, CT+ Saybrook Capital Corp $502.7M · Sag Harbor, NY+ Crown Wealth Group LLC $502.4M · Charlotte, NC
Providence, RI
Santa Barbara, CA
Walnut Creek, CA
Assets under management$529.7M$556.8M$502.5M
Asset growth, last 2 years+43%+35%+57%
Advisory staff442
Individual clients576376225
Assets per client$920K$1.5M$2.2M
Clients per advisor14494113
Main custodianFidelitySchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio452

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolBarrett & CompanyTrinity Capital Management, LLCBoltwood Capital Management
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Barrett & Company: Fidelity · Trinity Capital Management, LLC: Schwab · Boltwood Capital Management: Schwab