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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 Brooklawn Capital Advisors (swap one in):+ Layline Advisors $131.3M · Rochester, NY+ Jones Fiduciary Wealth Management LLC $130.3M+ Buckram Securities LTD $117.3M · Locust Valley, NY+ Alsworth Capital Management, LLC $116.7M · Corning, NY
New York, NY
Pittsford, NY
Rapid City, SD
Assets under management$124M$131.8M$130.3M
Asset growth, last 2 years+17%+138%+367%
Advisory staff121
Individual clients1046151
Assets per client$12.4M$2.9M$863K
Clients per advisor1023151
Main custodianSchwabSchwab–
Filing with the SEC since201720242012 or earlier
Tools in their stack–1–
People on Advicer.bio–21

From each firm's latest Form ADV (Mar 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.

ToolBrooklawn Capital AdvisorsRdg Capital Management LLCApplied Financial Wisdom
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Brooklawn Capital Advisors: Schwab · Rdg Capital Management LLC: Schwab, Mid Atlantic Clearing & Settlement Corporation, Reliance Trust Company · Applied Financial Wisdom: none listed