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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+ Anchor Wealth Management, LLC $98.4M · Irvine, CA+ American Capital Management, Inc. $97.7M · New Albany, IN
Jeffersonville, IN
Conyers, GA
Delafield, WI
Assets under management$103.6M$108.8M$108.8M
Asset growth, last 2 years–+105%+114%
Advisory staff422
Individual clients4639186
Assets per client$224K$1.2M$1.3M
Clients per advisor1164643
Main custodian–––
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio412

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

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.Pavlic Investment Advisors, Inc.
Financial Planning
eMoneyUses it––
Project Management
SmartsheetUses it––