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 Freeboard Capital, LLC (swap one in):+ Bonwell Capital Management, LLC $105M · Richmond, VA+ Graeter Wealth Advisors, LLC $104.9M · Louisville, KY+ Traditions Wealth Advisors, LLC. $94.8M · College Station, TX+ Timberline Investment Management, LLC $94.8M
Pittsford, NY
Assets under management$99.9M$104.9M$94.8M
Asset growth, last 2 years−11%–+10%
Advisory staff152
Individual clients1911482
Assets per client$5.3M$921K$1.2M
Clients per advisor192341
Main custodian––Schwab
Filing with the SEC since201420262012 or earlier
Tools in their stack1–2
People on Advicer.bio–33

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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.

ToolFreeboard Capital, LLCTelos Wealth AdvisorsLyon Capital Management, LLC
Website Builders
Squarespace––Uses it
WixUses it––
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Freeboard Capital, LLC: none listed · Telos Wealth Advisors: none listed · Lyon Capital Management, LLC: Schwab