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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 Beatrice Advisors LP (swap one in):+ Beacon Financial Advisors LTD $296.9M · Houston, TX+ USA Financial Securities LLC $296.5M · Ada, MI+ Viewpoint Capital Management $267.8M · Seattle, WA+ Variant Private Wealth LLC $267.5M · Tysons, VA
New York, NY
Saratoga Springs, NY
Bangor, ME
Assets under management$282.3M$298.8M$296.5M
Asset growth, last 2 years–+17%+21%
Advisory staff615
Individual clients19183310
Assets per client$14.9M$1.6M$956K
Clients per advisor318362
Main custodian–FidelitySchwab
Filing with the SEC since202420132012 or earlier
Tools in their stack–––
People on Advicer.bio516

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Beatrice Advisors LP: none listed · Crescent Hill Partners LLC: Fidelity · Birchbrook: Schwab