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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 Bourne Lent Asset Managament, Inc. (swap one in):+ Blue Ridge Wealth Planners $361.7M · Knoxville, TN+ Mra Advisory Group $361.3M · Sarasota, FL+ Avondale Wealth Management LLC $326.7M · West Lake Hills, TX+ Hurley Capital, LLC $326.1M · New York, NY
Pawling, NY
New York, NY
East Syracuse, NY
Assets under management$343.9M$362.8M$322.5M
Asset growth, last 2 years+34%+38%+42%
Advisory staff322
Individual clients7863171
Assets per client$4.4M$5.8M$1.9M
Clients per advisor263286
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–1–
People on Advicer.bio32–

From each firm's latest Form ADV (Jan 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.

ToolBourne Lent Asset Managament, Inc.Domani AdvisorsCarswell Investments, LLC
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Bourne Lent Asset Managament, Inc.: Fidelity, Raymond James · Domani Advisors: Schwab · Carswell Investments, LLC: Fidelity