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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 Brook Capital (swap one in):+ Wrenne Financial Planning LLC $297.9M+ Its Asset Management, L.p. $297.8M · North Haven, CT+ Diversified Resources, LLC $268.8M · Warwick, RI+ Dorado Wealth Management LLC $268.8M
Brookfield, WI
Darien, CT
Old Bridge, NJ
Assets under management$283.3M$297.8M$297.7M
Asset growth, last 2 years+35%+21%+54%
Advisory staff433
Individual clients62648649
Assets per client$453K$6.2M$459K
Clients per advisor15716216
Main custodianPershingInteractive Brokers–
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack211
People on Advicer.bio423

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

ToolBrook CapitalAvos Capital Management, LLCStern Capital Management, Inc.
Custodial Platform
NetX360 (Pershing)Uses it––
Performance Reporting
Addepar–Uses it–
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Brook Capital: Pershing · Avos Capital Management, LLC: Interactive Brokers, Schwab · Stern Capital Management, Inc.: none listed