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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 Brookline Wealth, LLC (swap one in):+ Jk Private Wealth, LLC $156.4M · Glastonbury, CT+ Spyglass Investment Management $156.4M · Terre Haute, IN+ Integrated Financial Consulting, LLC $141.5M · Airmont, NY+ Clear Sky Financial, LP $140.6M · Prosper, TX
Austin, TX
Bedford, TX
Altamonte Springs,, FL
Assets under management$149M$157.8M$156.4M
Asset growth, last 2 years–+34%+20%
Advisory staff126
Individual clients3117468
Assets per client$4.8M$907K$2.3M
Clients per advisor318711
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202420182012 or earlier
Tools in their stack3––
People on Advicer.bio126

From each firm's latest Form ADV (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.

ToolBrookline Wealth, LLCStrategic Wealth Management, LLC401k Generation
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Brookline Wealth, LLC: Schwab · Strategic Wealth Management, LLC: LPL Financial · 401k Generation: Schwab