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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):+ Applied Capital $157.4M+ 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
New York, NY
Assets under management$149.9M$158.3M$158M
Asset growth, last 2 years−4%+26%+46%
Advisory staff522
Individual clients36126182
Assets per client$4.2M$1.3M$868K
Clients per advisor76391
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192020
Tools in their stack–52
People on Advicer.bio323

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 LLCClarus Group LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken––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 · Clarus Group LLC: Schwab