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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 Birch Hill Investment Advisors LLC (swap one in):+ Northeast Investment Management Inc $3.27B · Boston, MA+ Svb Wealth $3.1B · Boston, MA+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA+ Johnson Brunetti $2.78B · Wethersfield, CT
Boston, MA
Boston, MA
San Antonio, TX
Assets under management$2.95B$3.1B$2.79B
Asset growth, last 2 years+43%+40%+99%
Advisory staff92725
Individual clients1822,4052,103
Assets per client$16.2M$1.3M$1.3M
Clients per advisor208984
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20172022
Tools in their stack–311
People on Advicer.bio92845

From each firm's latest Form ADV (Feb 2026, Sep 2026, Oct 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.

ToolBirch Hill Investment Advisors LLCWinthrop WealthTitleist Asset Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Raymond James––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses it–
Hazel––Uses it
RightCapital (Right Capital)––Uses it
CRM
SS&C Black Diamond––Uses it
Wealthbox––Uses it
Advisory Fee Billing
AdvicePay–Uses it–
AI Platforms
ChatGPT––Uses it
Client Data Gathering
Asset-Map––Uses it
Investment Data/Analytics
YCharts––Uses it

Custodians on Form ADV: Birch Hill Investment Advisors LLC: Schwab, Fidelity · Winthrop Wealth: LPL Financial · Titleist Asset Management: Schwab, Raymond James