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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 Bcr Wealth Strategies (swap one in):+ Kimery Wealth Management, LLC $555M · Memphis, TN+ Lansing Street Advisors $555M · Ambler, PA+ First Washington Corporation $501.2M · Seattle, WA+ Bonaventure Capital, LLC $493.8M · Birmingham, AL
Vestavia, AL
London
San Antonio, TX
Assets under management$528.1M$555M$554.7M
Asset growth, last 2 years+44%−0%+41%
Advisory staff773
Individual clients354118327
Assets per client$1.5M$4.7M$1.7M
Clients per advisor5117109
Main custodianPershingBank J Safra SarasinPershing
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack2––
People on Advicer.bio813

From each firm's latest Form ADV (Sep 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.

ToolBcr Wealth StrategiesSarasin Asset Management LimitedKercheville Advisors LLC
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Bcr Wealth Strategies: Pershing · Sarasin Asset Management Limited: Bank J Safra Sarasin, RBC, BNY · Kercheville Advisors LLC: Pershing