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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 Bdc Capital Management, Inc. (swap one in):+ Williamson Advisory Services, Inc. $108.4M · Marietta, GA+ Schnall Advisory Services, Inc $108.2M+ Rowley Financial $97.9M · Lancaster, PA+ Cpr Financial & Insurance Services, Inc. $97.8M · Prosper, TX
Glen Allen, VA
Assets under management$103M$108.2M$97.9M
Asset growth, last 2 years+102%––
Advisory staff223
Individual clients228174187
Assets per client$452K$622K$523K
Clients per advisor1148762
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack2–2
People on Advicer.bio322

From each firm's latest Form ADV (May 2026, Feb 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

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.

ToolBdc Capital Management, Inc.Shri AdvisorsIncline Wealth
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp––Uses it
Schedule Apps
Calendly––Uses it