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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 Brixton Capital Wealth Advisors, LLC (swap one in):+ Iadvise Partners $224.5M · New York, NY+ Spring Capital Management $223M · Amarillo, TX+ Sterling Manor Financial, LLC $201M · Saratoga Springs, NY+ Radix Organization, Inc. $200.1M · New York, NY
Garden City, NY
White Plains, NY
Orchard Park, NY
Assets under management$212.4M$224.6M$200.6M
Asset growth, last 2 years+45%+38%+41%
Advisory staff433
Individual clients819273233
Assets per client$259K$823K$861K
Clients per advisor2059178
Main custodian–SchwabSchwab
Filing with the SEC since201720172022
Tools in their stack–––
People on Advicer.bio433

From each firm's latest Form ADV (Mar 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

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

Custodians on Form ADV: Brixton Capital Wealth Advisors, LLC: none listed · Prato Capital Management: Schwab · Farrell Financial: Schwab