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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 Bogart Wealth, LLC (swap one in):+ Colony Family Offices, LLC $3.36B · Charlotte, NC+ North Star Asset Management Inc $3.35B · Neenah, WI+ Carrick Lane LLC $3.03B · New York, NY+ Globalt Investments $3.02B · Atlanta, GA
Mclean, VA
Reston, VA
New Orleans, LA
Assets under management$3.19B$3.59B$3.35B
Asset growth, last 2 years+22%+34%+79%
Advisory staff294212
Individual clients1,4421,880724
Assets per client$2.2M$1.9M$4.6M
Clients per advisor504560
Main custodianSchwabSchwabFidelity
Filing with the SEC since20162012 or earlier2019
Tools in their stack311
People on Advicer.bio253713

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

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 CompanyStokes Family Office LLC
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
VanguardUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Bogart Wealth, LLC: Schwab · The Burney Company: Schwab · Stokes Family Office LLC: Fidelity