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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 Barton Investment Management, LLC (swap one in):+ William Mack & Associates Inc $1.03B · Troy, MI+ Sterling Investment Counsel, LLC $1.03B · Buffalo, NY+ Financial Solutions Advisory Group $935M · Chicago, IL+ Wick Capital Partners, LLC $929.7M · Wayne, PA
W. Conshohocken, PA
Lancaster, PA
Harmony, PA
Assets under management$984.7M$1.05B$1.04B
Asset growth, last 2 years+73%+42%+24%
Advisory staff4169
Individual clients933,036495
Assets per client$10.6M$347K$2.1M
Clients per advisor2319055
Main custodianSchwabSchwabRBC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio6189

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

ToolBarton Investment Management, LLCFaithward Advisors, LLCRodgers Brothers, Inc.
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Barton Investment Management, LLC: Schwab · Faithward Advisors, LLC: Schwab · Rodgers Brothers, Inc.: RBC, Schwab