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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 Clearbrook Investment Solutions LLC (swap one in):+ Clarus Group LLC $158M · New York, NY+ Peck Wealth Management, LLC $157.4M+ 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−4%+26%+41%
Advisory staff522
Individual clients36126264
Assets per client$4.2M$1.3M$596K
Clients per advisor763132
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192021
Tools in their stack–5–
People on Advicer.bio322

From each firm's latest Form ADV (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.

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

Custodians on Form ADV: Clearbrook Investment Solutions LLC: Schwab · Bpc Advisors LLC: Schwab · Applied Capital: Schwab