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 Exceed Advisory LLC (swap one in):+ Downtown Investment Advisory $125.3M · White Plains, NY+ 44 North Capital, LLC $125.1M · Burlington, VT+ Municipal Asset Management Inc $112.8M · Rye Brook, NY+ Leeb Capital Management, Inc. $111.9M · New York, NY
New York, NY
Guilderland, NY
New York, NY
Assets under management$119.2M$126.1M$126.7M
Asset growth, last 2 years+191%+34%+80%
Advisory staff232
Individual clients9184180
Assets per client$1.3M$1.5M$704K
Clients per advisor462890
Main custodianSchwabFidelityFidelity
Filing with the SEC since20142012 or earlier2019
Tools in their stack1–2
People on Advicer.bio2–2

From each firm's latest Form ADV (Feb 2026, 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.

ToolExceed Advisory LLCAdirondack Research & Management Inc.Bone Fide Wealth
Custodial Platform
Altruist––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Exceed Advisory LLC: Schwab · Adirondack Research & Management Inc.: Fidelity · Bone Fide Wealth: Fidelity