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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 Bck Partners, Inc. (swap one in):+ Iadvise Partners $224.5M · New York, NY+ Beacon Capital Advisory Group $223.5M · Charlotte, NC+ Sterling Manor Financial, LLC $201M · Saratoga Springs, NY+ Farrell Financial $200.6M · Orchard Park, NY
Corning, NY
White Plains, NY
Newport Beach, CA
Assets under management$212.7M$224.6M$223.4M
Asset growth, last 2 years+27%+38%+27%
Advisory staff232
Individual clients178273232
Assets per client$1.2M$823K$963K
Clients per advisor8991116
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172016
Tools in their stack1––
People on Advicer.bio233

From each firm's latest Form ADV (Mar 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.

ToolBck Partners, Inc.Prato Capital ManagementNoble Wealth Management, Inc.
Portfolio Management
OrionUses it––

Custodians on Form ADV: Bck Partners, Inc.: Schwab · Prato Capital Management: Schwab · Noble Wealth Management, Inc.: Schwab, SEI