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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 Broad Investment Securities LLC (swap one in):+ The Charles Towne Agency $100
Beijing
San Jose, CA
Assets under management$200$400$300
Asset growth, last 2 years+0%–−99%
Advisory staff210
Individual clients243
Assets per client$100$100$100
Clients per advisor14–
Main custodian–––
Filing with the SEC since201720212021
Tools in their stack–11
People on Advicer.bio–––

From each firm's latest Form ADV (May 2026, Aug 2026, Jun 2025). 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.

ToolBroad Investment Securities LLCVest Wealth Inc.Xoomfi Advisors
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Squarespace–Uses it–