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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 Beanstox (swap one in):+ Newcomb Financial Advisors, LLC $15.7M · Chapel Hill, NC+ Tanin, Tunc $15.6M · Cambridge, MA+ Magnum Financial $14.1M+ Sycomore Financial $14.1M
Montreal, Quebec
Mount Pleasant, SC
Assets under management$14.9M$15.7M$14.1M
Asset growth, last 2 years+131%–−64%
Advisory staff331
Individual clients10,04815923
Assets per client$1K$99K$614K
Clients per advisor3,3495323
Main custodianDtcc–Schwab
Filing with the SEC since201820262012 or earlier
Tools in their stack–1–
People on Advicer.bio–31

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

ToolBeanstoxGarritt Financial Solutions LLCPolaris Investment Partners, Inc
Advisory Fee Billing
AdvicePay–Uses it–

Custodians on Form ADV: Beanstox: Dtcc · Garritt Financial Solutions LLC: none listed · Polaris Investment Partners, Inc: Schwab