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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):+ Symmetry Capital Advisors LLC $492.7M · Dallas, TX+ Brick & Kyle Associates Inc $491.7M · Newtown, PA+ Flower City Capital LLC $444.6M · Pittsford, NY+ Money Management Services Inc $442.7M · Birmingham, AL
Fairhope, AL
Birmingham, AL
Mt. Pleasant, SC
Assets under management$468.2M$493.8M$492.3M
Asset growth, last 2 years+87%+15%+37%
Advisory staff634
Individual clients27519700
Assets per client$1.7M$26M$703K
Clients per advisor466175
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack211
People on Advicer.bio624

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCFusion Capital, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
Webflow–Uses it–

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