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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 Branson Fowlkes & Co Inc (swap one in):+ Adirondack Financial Services Corp $461.8M · Utica, NY+ Reyl Overseas LTD. $461.6M · Zürich+ Cedar Wealth Management $417.2M+ Castleview Partners, LLC $416.9M · Dallas, TX
Houston, TX
Houston, TX
Bloomfield Hills, MI
Assets under management$439.4M$465.3M$461.6M
Asset growth, last 2 years+34%+120%+21%
Advisory staff758
Individual clients18886478
Assets per client$2.3M$5.4M$966K
Clients per advisor271760
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20232015
Tools in their stack–––
People on Advicer.bio757

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Branson Fowlkes & Co Inc: none listed · Brownlee Wealth Management: Fidelity · Gainplan LLC: Schwab