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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 Exceed Advisory LLC (swap one in):+ Bone Fide Wealth $126.7M · New York, 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
White Plains, NY
Assets under management$119.2M$126.1M$125.3M
Asset growth, last 2 years+191%+34%−1%
Advisory staff231
Individual clients918454
Assets per client$1.3M$1.5M$2.3M
Clients per advisor462854
Main custodianSchwabFidelitySchwab
Filing with the SEC since20142012 or earlier2017
Tools in their stack1––
People on Advicer.bio2–1

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.Downtown Investment Advisory
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Exceed Advisory LLC: Schwab · Adirondack Research & Management Inc.: Fidelity · Downtown Investment Advisory: Schwab, Interactive Brokers