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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+ Aufman Associates Inc $971.5M · Sewickley, PA
Raleigh, NC
Seattle, WA
La Grange, IL
Assets under management$1.02B$1.08B$1.08B
Asset growth, last 2 years+48%+27%+38%
Advisory staff486
Individual clients1,2212961,280
Assets per client$838K$3.6M$841K
Clients per advisor30537213
Main custodianPershingSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–1–
People on Advicer.bio476

From each firm's latest Form ADV (Apr 2026, Mar 2026, Feb 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, LLCHorizon Wealth Management
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Capital Investment Counsel Inc: Pershing · Fulcrum Capital, LLC: Schwab · Horizon Wealth Management: LPL Financial