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 Clayton Partners LLC (swap one in):+ Ellis Financial Planning $180.7M · Clarksville, TN+ Richard Brothers, Financial Advisors $180.6M · South Portland, ME+ Dedicated Capital Advisors, LLC $162.5M · San Francisco, CA+ Fell Capital Management $161.8M · Newport Beach, CA
Berkeley, CA
Fort Lauderdale, FL
Sacramento, CA
Assets under management$172M$180.7M$162.9M
Asset growth, last 2 years+22%+208%+40%
Advisory staff421
Individual clients55199144
Assets per client$3.1M$908K$1.1M
Clients per advisor14100144
Main custodianSchwab–Schwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio322

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Clayton Partners LLC: Schwab, J.P. Morgan · Horowitz & Company, Inc.: none listed · Decamilla Capital Management LLC: Schwab