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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):+ Jones Fiduciary Wealth Management LLC $130.3M+ Applied Financial Wisdom $130.3M · Rapid City, SD+ Buckram Securities LTD $117.3M · Locust Valley, NY+ Alsworth Capital Management, LLC $116.7M · Corning, NY
New York, NY
Pittsford, NY
Rochester, NY
Assets under management$124M$131.8M$131.3M
Asset growth, last 2 years+17%+138%+112%
Advisory staff123
Individual clients1046114
Assets per client$12.4M$2.9M$1.2M
Clients per advisor102338
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720242019
Tools in their stack–14
People on Advicer.bio–22

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jan 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 LLCLayline Advisors
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Brooklawn Capital Advisors: Schwab · Rdg Capital Management LLC: Schwab, Mid Atlantic Clearing & Settlement Corporation, Reliance Trust Company · Layline Advisors: Schwab