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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 Clear Brook Advisors, Inc. (swap one in):+ Atlas Private Wealth Advisors $859.8M · Red Bank, NJ+ Wealthcare Investment Partners LLC $859.6M · Portsmouth, RI+ Meld Financial, Inc. $776.4M · Birmingham, AL+ Market Street Wealth Management Advisors, LLC $776M · Indianapolis, IN
Boston, MA
Dallas, TX
Cambridge, MA
Assets under management$817.8M$859.4M$858.7M
Asset growth, last 2 years−13%+36%+29%
Advisory staff473
Individual clients20543295
Assets per client$40.9M$1.6M$2.9M
Clients per advisor57898
Main custodianJ.P. MorganFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio473

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

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.

ToolClear Brook Advisors, Inc.Probity Advisors, Inc.Pinney & Scofield, Inc.
CRM
Envestnet Tamarac––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Clear Brook Advisors, Inc.: J.P. Morgan, Merrill · Probity Advisors, Inc.: Fidelity, Schwab · Pinney & Scofield, Inc.: Schwab