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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):+ USA Financial Securities LLC $296.5M · Ada, MI+ Birchbrook $296.5M · Bangor, ME+ Variant Private Wealth LLC $267.5M · Tysons, VA+ Riverplace Capital Management Inc $267.4M · Jacksonville, FL
New York, NY
Saratoga Springs, NY
Seattle, WA
Assets under management$282.3M$298.8M$267.8M
Asset growth, last 2 years–+17%+97%
Advisory staff611
Individual clients19183125
Assets per client$14.9M$1.6M$2.1M
Clients per advisor3183125
Main custodian–FidelitySchwab
Filing with the SEC since202420132019
Tools in their stack––1
People on Advicer.bio511

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

ToolBeatrice Advisors LPCrescent Hill Partners LLCViewpoint Capital Management
Website Builders
Squarespace––Uses it

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