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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):+ Pavlic Investment Advisors, Inc. $108.8M · Delafield, WI+ 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
Jacksonville, FL
Assets under management$103.6M$108.8M$108.8M
Asset growth, last 2 years–+105%−30%
Advisory staff421
Individual clients46391620
Assets per client$224K$1.2M$176K
Clients per advisor11646620
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2018
Tools in their stack2–1
People on Advicer.bio411

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

ToolBrookstone FinancialBeacon Financial Advisers, Inc.Toams Financial
Client Data Gathering
PreciseFP––Uses it
Financial Planning
eMoneyUses it––
Project Management
SmartsheetUses it––

Custodians on Form ADV: Brookstone Financial: none listed · Beacon Financial Advisers, Inc.: none listed · Toams Financial: Schwab