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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 Etre LLC (swap one in):+ Beacon Financial Advisors $228M · Rye Brook, NY+ Magnolia Capital Management $227.7M · Cold Spring, NY+ Bauer Wealth Management Inc. $205.9M · Colorado Springs, CO+ Osbon Capital Management, LLC $205.3M · Boston, MA
Cambridge, MA
Great Barrington, MA
Assets under management$216.8M$229.7M$227.8M
Asset growth, last 2 years+26%–+37%
Advisory staff155
Individual clients60209642
Assets per client$3.6M$1.1M$355K
Clients per advisor6042128
Main custodianFidelityFidelityLPL Financial
Filing with the SEC since202220242017
Tools in their stack–2–
People on Advicer.bio155

From each firm's latest Form ADV (Mar 2026, Jul 2026, May 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.

ToolEtre LLCTableaux WealthCenter for Wealth Management Advisory
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Etre LLC: Fidelity · Tableaux Wealth: Fidelity · Center for Wealth Management Advisory: LPL Financial