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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):+ Wincap Financial LLC $223.1M · Boston, MA+ Spring Capital Management $223M · Amarillo, TX+ Sterling Manor Financial, LLC $201M · Saratoga Springs, NY+ Farrell Financial $200.6M · Orchard Park, NY
Garden City, NY
White Plains, NY
New York, NY
Assets under management$212.4M$224.6M$224.5M
Asset growth, last 2 years+45%+38%+29%
Advisory staff431
Individual clients81927320
Assets per client$259K$823K$11.2M
Clients per advisor2059120
Main custodian–SchwabJ.P. Morgan
Filing with the SEC since201720172013
Tools in their stack–––
People on Advicer.bio432

From each firm's latest Form ADV (Mar 2026, Apr 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 · Iadvise Partners: J.P. Morgan