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):+ Stackhouse Enterprises $27.7M · Sedalia, MO+ Clark Brown, LLC $27.7M · Athens, GA+ Domo Capital Management, LLC $25M+ Fba Wealth Management, LLC $25M
Assets under management$26.4M$27.7M$25M
Asset growth, last 2 years+47%––
Advisory staff112
Individual clients2,51229153
Assets per client$10K$955K$164K
Clients per advisor2,5122977
Main custodianApex Clearing––
Filing with the SEC since202120262026
Tools in their stack7–2
People on Advicer.bio–12

From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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 LLCTrihelix Wealth Collective
Custodial Platform
Charles SchwabUses it––
MerrillUses it––
VanguardUses it––
Wealthscape (Fidelity)Uses it––
401(k) Implementation
GuidelineUses it––
E-Signature
DocuSignUses it––
Planning Light
Advyzon––Uses it
Retirement Planning
Income SolverUses it––
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Beagle Invest: Apex Clearing · Invest Capital LLC: none listed · Trihelix Wealth Collective: none listed