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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
Chicago, IL
Assets under management$1.02B$1.08B$971.4M
Asset growth, last 2 years+48%+27%+191%
Advisory staff482
Individual clients1,221296–
Assets per client$838K$3.6M–
Clients per advisor30537–
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–1–
People on Advicer.bio47–

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, LLCIntertide Partners
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Capital Investment Counsel Inc: Pershing · Fulcrum Capital, LLC: Schwab · Intertide Partners: Schwab