Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Capital Counsel LLC (swap one in):+ Carrick Lane LLC $3.03B · New York, NY+ Globalt Investments $3.02B · Atlanta, GA+ Sagewood Asset Management LP $2.7B · New York, NY+ Rock Harbor Partners LLC $2.67B · Larchmont, NY
New York, NY
Rye Brook, NY
Philadelphia, PA
Assets under management$2.87B$3.24B$3.02B
Asset growth, last 2 years+24%+26%+101%
Advisory staff687
Individual clients214475644
Assets per client$13.4M$6.8M$4.7M
Clients per advisor365992
Main custodianBNYCitiFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack1–2
People on Advicer.bio6–7

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.

ToolCapital Counsel LLCMeyer Handelman Company LLCElm Wealth
CRM
HubSpot––Uses it
Custodial Platform
NetX360 (Pershing)Uses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Capital Counsel LLC: BNY · Meyer Handelman Company LLC: Citi, BNY · Elm Wealth: Fidelity