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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):+ Sterling Investment Advisors LTD. $1.08B · Berwyn, PA+ Amb Wealth, LLC $1.07B · Thomasville, GA+ Lebenthal Global Advisors, LLC $971.8M · Hauppauge, NY+ Intertide Partners $971.4M · Chicago, IL
Raleigh, NC
Seattle, WA
Sewickley, PA
Assets under management$1.02B$1.08B$971.5M
Asset growth, last 2 years+48%+27%+20%
Advisory staff483
Individual clients1,221296245
Assets per client$838K$3.6M$4M
Clients per advisor3053782
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio473

From each firm's latest Form ADV (Apr 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.

ToolCapital Investment Counsel IncFulcrum Capital, LLCAufman Associates Inc
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it

Custodians on Form ADV: Capital Investment Counsel Inc: Pershing · Fulcrum Capital, LLC: Schwab · Aufman Associates Inc: Schwab