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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 Bpc Advisors LLC (swap one in):+ Armory Capital Management, LLC $167.1M · Syracuse, NY+ Afg Fiduciary Services $166.3M · Hingham, MA+ North Woods Wealth Management $150.4M · Buffalo, NY+ Cavalcade Capital LLC $149.9M · New York, NY
East Syracuse, NY
Goshen, NY
New York, NY
Assets under management$158.3M$167.2M$149.9M
Asset growth, last 2 years+26%+47%−4%
Advisory staff225
Individual clients1266636
Assets per client$1.3M$2.5M$4.2M
Clients per advisor63337
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920202012 or earlier
Tools in their stack5––
People on Advicer.bio223

From each firm's latest Form ADV (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.

ToolBpc Advisors LLCGreat Path PlanningClearbrook Investment Solutions LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Bpc Advisors LLC: Schwab · Great Path Planning: Schwab · Clearbrook Investment Solutions LLC: Schwab