Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Beagle Invest (swap one in):+ Profit Strategies, Inc. $27.7M+ Clark Brown, LLC $27.7M · Athens, GA+ Domo Capital Management, LLC $25M+ Trihelix Wealth Collective $25M
Sedalia, MO
Assets under management$26.4M$27.7M$27.7M
Asset growth, last 2 years+47%––
Advisory staff111
Individual clients2,51229196
Assets per client$10K$955K$141K
Clients per advisor2,51229196
Main custodianApex Clearing––
Filing with the SEC since202120262026
Tools in their stack7––
People on Advicer.bio–11

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

ToolBeagle InvestInvest Capital LLCStackhouse Enterprises
Custodial Platform
Charles SchwabUses it––
MerrillUses it––
VanguardUses it––
Wealthscape (Fidelity)Uses it––
401(k) Implementation
GuidelineUses it––
E-Signature
DocuSignUses it––
Retirement Planning
Income SolverUses it––

Custodians on Form ADV: Beagle Invest: Apex Clearing · Invest Capital LLC: none listed · Stackhouse Enterprises: none listed