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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 Beaton Management Co Inc (swap one in):+ Henry Bragg & Co. $468.7M · Houston, TX+ Brown Financial Advisory $468.2M · Fairhope, AL+ Heritage Family Offices, LLP $423.3M · Scottsdale, AZ+ Sagevest Wealth Management $423.2M · Mclean, VA
Haverhill, MA
Boston, MA
Tampa, FL
Assets under management$445.7M$472M$468.6M
Asset growth, last 2 years+29%+20%+31%
Advisory staff395
Individual clients12759682
Assets per client$3.5M$792K$5.7M
Clients per advisor426616
Main custodianUBSFidelityFidelity
Filing with the SEC since2012 or earlier20212017
Tools in their stack34–
People on Advicer.bio–72

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 EffectsCapco Asset Management, LLC
Website Builders
Squarespace–Uses it–
WixUses it––
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Digital Marketing
LevitateUses it––
E-Signature
Adobe SignUses it––
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Beaton Management Co Inc: UBS, Pershing · Wealth Effects: Fidelity · Capco Asset Management, LLC: Fidelity