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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 Berman Mcaleer (swap one in):+ Terry Mcdaniel & Company $1.92B · Austin, TX+ Novare Capital Management $1.92B · Charlotte, NC+ Wny Asset Management, LLC $1.73B · Williamsville, NY+ Agw Capital Advisors $1.73B · Tampa, FL
Timonium, MD
Bethesda, MD
Charlotte, NC
Assets under management$1.82B$1.98B$1.73B
Asset growth, last 2 years–+20%+53%
Advisory staff1488
Individual clients64624683,199
Assets per client$2.8M$8.1M$21K
Clients per advisor463110,400
Main custodian–FidelityApex Clearing
Filing with the SEC since20242012 or earlier2014
Tools in their stack–––
People on Advicer.bio13685

From each firm's latest Form ADV (Sep 2026, Mar 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: Berman Mcaleer: none listed · Trumbower Financial Advisors LLC: Fidelity · Ally Invest Advisors: Apex Clearing