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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 Brookstone Financial (swap one in):+ Toams Financial $108.8M · Jacksonville, FL+ Capital Endurance Group, Inc $108.8M · Alpharetta, GA+ New Economy Capital Management LLC $98.4M+ American Capital Management, Inc. $97.7M · New Albany, IN
Jeffersonville, IN
Conyers, GA
Irvine, CA
Assets under management$103.6M$108.8M$98.4M
Asset growth, last 2 years–+105%+60%
Advisory staff421
Individual clients46391105
Assets per client$224K$1.2M$937K
Clients per advisor11646105
Main custodian–––
Filing with the SEC since20262012 or earlier2017
Tools in their stack2–3
People on Advicer.bio411

From each firm's latest Form ADV (Jun 2026, Mar 2026, Feb 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

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.

ToolBrookstone FinancialBeacon Financial Advisers, Inc.Anchor Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it–Uses it
Planning Light
Advyzon––Uses it
Project Management
SmartsheetUses it––