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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 Briarwood Financial (swap one in):+ Bemiston Asset Management, LLC $5M+ Integrated Wealth Management Solutions, LLC $5M+ Kuyrkendall Capital $4.5M · Palm Beach Gardens, FL+ Marketocracy Masters Capital Management LLC $4.5M · Northville, MI
Gig Harbor, WA
Fort Myers, FL
Assets under management$4.7M$5M$4.5M
Asset growth, last 2 years–––
Advisory staff311
Individual clients275333
Assets per client$176K$94K$136K
Clients per advisor95333
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack221
People on Advicer.bio21–

From each firm's latest Form ADV (May 2026, Jan 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.

ToolBriarwood FinancialAspired WealthEubanks Financial
Website Builders
WebflowUses it––
Wix––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses itUses it–