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 Beaton Management Co Inc (swap one in):+ Henry Bragg & Co. $468.7M · Houston, TX+ Capco Asset Management, LLC $468.6M · Tampa, FL+ Heritage Family Offices, LLP $423.3M · Scottsdale, AZ+ Sagevest Wealth Management $423.2M · Mclean, VA
Haverhill, MA
Boston, MA
Fairhope, AL
Assets under management$445.7M$472M$468.2M
Asset growth, last 2 years+29%+20%+87%
Advisory staff396
Individual clients127596275
Assets per client$3.5M$792K$1.7M
Clients per advisor426646
Main custodianUBSFidelitySchwab
Filing with the SEC since2012 or earlier20212014
Tools in their stack342
People on Advicer.bio–76

From each firm's latest Form ADV (Mar 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

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.

ToolBeaton Management Co IncWealth EffectsBrown Financial Advisory
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Website Builders
Squarespace–Uses it–
WixUses it––
Digital Marketing
LevitateUses it––
E-Signature
Adobe SignUses it––
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Beaton Management Co Inc: UBS, Pershing · Wealth Effects: Fidelity · Brown Financial Advisory: Schwab