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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 Capital Investment Counsel Inc (swap one in):+ Horizon Wealth Management $1.08B · La Grange, IL+ Sterling Investment Advisors LTD. $1.08B · Berwyn, PA+ Lebenthal Global Advisors, LLC $971.8M · Hauppauge, NY+ Aufman Associates Inc $971.5M · Sewickley, PA
Raleigh, NC
Seattle, WA
Thomasville, GA
Assets under management$1.02B$1.08B$1.07B
Asset growth, last 2 years+48%+27%+27%
Advisory staff4815
Individual clients1,221296878
Assets per client$838K$3.6M$1.2M
Clients per advisor3053759
Main custodianPershingSchwabWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio4717

From each firm's latest Form ADV (Apr 2026, 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 Investment Counsel IncFulcrum Capital, LLCAmb Wealth, LLC
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Capital Investment Counsel Inc: Pershing · Fulcrum Capital, LLC: Schwab · Amb Wealth, LLC: Wells Fargo