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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):+ Its Asset Management, L.p. $297.8M · North Haven, CT+ Stern Capital Management, Inc. $297.7M · Old Bridge, NJ+ Diversified Resources, LLC $268.8M · Warwick, RI+ Dorado Wealth Management LLC $268.8M
Brookfield, WI
Darien, CT
Assets under management$283.3M$297.8M$297.9M
Asset growth, last 2 years+35%+21%+113%
Advisory staff436
Individual clients62648428
Assets per client$453K$6.2M$696K
Clients per advisor1571671
Main custodianPershingInteractive BrokersSchwab
Filing with the SEC since2012 or earlier20212022
Tools in their stack213
People on Advicer.bio427

From each firm's latest Form ADV (Jul 2026, Aug 2026, Sep 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, LLCWrenne Financial Planning LLC
CRM
HubSpot––Uses it
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–
Schedule Apps
OnceHub––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Brook Capital: Pershing · Avos Capital Management, LLC: Interactive Brokers, Schwab · Wrenne Financial Planning LLC: Schwab