Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Clarendon Private LLC (swap one in):+ Glassy Mountain Advisors, Inc. $369.8M · Bethesda, MD+ Menlo Advisors LLC $369.7M · Menlo Park, CA+ Cottage Street Advisors $333.8M · Marion, MA+ Good Harbor Advisors, Inc. $333.7M · Gloucester, MA
Boston, MA
Southborough, MA
Holladay, UT
Assets under management$352.1M$372.1M$369.7M
Asset growth, last 2 years+7%+31%+61%
Advisory staff565
Individual clients46261307
Assets per client$7.7M$1.4M$1.2M
Clients per advisor94461
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120172021
Tools in their stack142
People on Advicer.bio655

From each firm's latest Form ADV (Oct 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.

ToolClarendon Private LLCLivelife Capital Partners LLCInterwise
CRM
HubSpotUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Email & Office Suites
Microsoft 365––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Clarendon Private LLC: Schwab · Livelife Capital Partners LLC: Schwab, Pershing · Interwise: Schwab