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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 Brighton Securities Corp. (swap one in):+ Passive Capital Management, LLC $996.9M · Syracuse, NY+ Summit Wealth and Retirement Partners $978.1M · Eagle, ID+ Lyonross Capital Management, LLC $880.5M · White Plains, NY+ Circle Advisers Inc $868.2M · New York, NY
Rochester, NY
New York, NY
Cedar Rapids, IA
Assets under management$931M$1B$883.8M
Asset growth, last 2 years+52%+505%+33%
Advisory staff21513
Individual clients1,7539371,242
Assets per client$531K$1.1M$712K
Clients per advisor8318796
Main custodianWells Fargo–Fidelity
Filing with the SEC since2012 or earlier–2017
Tools in their stack3––
People on Advicer.bio22313

From each firm's latest Form ADV (Apr 2026, Jul 2026, Aug 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.

ToolBrighton Securities Corp.SeedsBasepoint Wealth, LLC
Advisor Lead Gen
WealthtenderUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Brighton Securities Corp.: Wells Fargo · Seeds: Fidelity · Basepoint Wealth, LLC: Fidelity