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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 Cavalcade Capital LLC (swap one in):+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY+ Clarus Group LLC $158M · New York, NY+ Heydorn Stone Capital Management LLC $142M · Larchmont, NY+ Integrated Financial Consulting, LLC $141.5M · Airmont, NY
New York, NY
East Syracuse, NY
Assets under management$149.9M$158.3M$157.4M
Asset growth, last 2 years–+26%+41%
Advisory staff122
Individual clients–126264
Assets per client–$1.3M$596K
Clients per advisor–63132
Main custodianGoldman SachsSchwabSchwab
Filing with the SEC since202420192021
Tools in their stack15–
People on Advicer.bio122

From each firm's latest Form ADV (Jun 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.

ToolCavalcade Capital LLCBpc Advisors LLCApplied Capital
Website Builders
SquarespaceUses it––
Wix–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Cavalcade Capital LLC: Goldman Sachs, J.P. Morgan, Merrill · Bpc Advisors LLC: Schwab · Applied Capital: Schwab