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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 Brown Financial Advisory (swap one in):+ Fusion Capital, LLC $492.3M · Mt. Pleasant, SC+ Brick & Kyle Associates Inc $491.7M · Newtown, PA+ Noble Wealth Management P.b.c. $444.1M · Greenwood Village, CO+ Money Management Services Inc $442.7M · Birmingham, AL
Fairhope, AL
Birmingham, AL
Pittsford, NY
Assets under management$468.2M$493.8M$444.6M
Asset growth, last 2 years+87%+15%+64%
Advisory staff636
Individual clients27519227
Assets per client$1.7M$26M$2M
Clients per advisor46638
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2018
Tools in their stack213
People on Advicer.bio626

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

ToolBrown Financial AdvisoryBonaventure Capital, LLCFlower City Capital LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it–Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Brown Financial Advisory: Schwab · Bonaventure Capital, LLC: Schwab · Flower City Capital LLC: Schwab