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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
Mill Valley, CA
Assets under management$1.82B$1.98B$1.92B
Asset growth, last 2 years–+20%+18%
Advisory staff1486
Individual clients646246253
Assets per client$2.8M$8.1M$7.6M
Clients per advisor463142
Main custodian–FidelitySchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio1365

From each firm's latest Form ADV (Sep 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.

ToolBerman McaleerTrumbower Financial Advisors LLCPrivate Wealth Partners, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Berman Mcaleer: none listed · Trumbower Financial Advisors LLC: Fidelity · Private Wealth Partners, LLC: Schwab