Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Bogart Wealth, LLC (swap one in):+ North Star Asset Management Inc $3.35B · Neenah, WI+ Stokes Family Office LLC $3.35B · New Orleans, LA+ Globalt Investments $3.02B · Atlanta, GA+ Elm Wealth $3.02B · Philadelphia, PA
Mclean, VA
Reston, VA
New York, NY
Assets under management$3.19B$3.59B$3.03B
Asset growth, last 2 years+22%+34%+110%
Advisory staff29426
Individual clients1,4421,880645
Assets per client$2.2M$1.9M$4.7M
Clients per advisor5045108
Main custodianSchwabSchwabFidelity
Filing with the SEC since20162012 or earlier2020
Tools in their stack31–
People on Advicer.bio2537–

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

ToolBogart Wealth, LLCThe Burney CompanyCarrick Lane LLC
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
VanguardUses it––

Custodians on Form ADV: Bogart Wealth, LLC: Schwab · The Burney Company: Schwab · Carrick Lane LLC: Fidelity, Pershing, Schwab