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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 Boon Capital Advisors LLC (swap one in):+ Liberty Financial Group, Inc. $194.3M · Elm Grove, WI+ Drum Hill Capital, LLC $194.3M · Westport, CT+ Macke Financial Advisory Group $175.7M · Fort Myers, FL+ Downing Street Wealth Management LLC $175.6M · Greenwood Village, CO
Northbrook, IL
Lake Zurich, IL
St. Louis, MO
Assets under management$185M$196.1M$175.7M
Asset growth, last 2 years–+31%–
Advisory staff113
Individual clients6012877
Assets per client$3.1M$1.5M$2.3M
Clients per advisor6012826
Main custodianSchwabFidelitySchwab
Filing with the SEC since20242012 or earlier2024
Tools in their stack2–2
People on Advicer.bio113

From each firm's latest Form ADV (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.

ToolBoon Capital Advisors LLCTrueman BrownProfusion Private Wealth
Financial Planning
eMoneyUses it–Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Boon Capital Advisors LLC: Schwab · Trueman Brown: Fidelity · Profusion Private Wealth: Schwab