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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 Great Path Planning (swap one in):+ Marathon Mission, Inc. $177.1M · Latham, NY+ Sovereign Asset Management $176M · Amherst, NY+ Invest Inc. $158.7M · Lexington, KY+ Clarus Group LLC $158M · New York, NY
Goshen, NY
Buffalo, NY
East Syracuse, NY
Assets under management$167.2M$176.4M$158.3M
Asset growth, last 2 years+47%+25%+26%
Advisory staff212
Individual clients66525126
Assets per client$2.5M$336K$1.3M
Clients per advisor3352563
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20202012 or earlier2019
Tools in their stack–15
People on Advicer.bio232

From each firm's latest Form ADV (Mar 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.

ToolGreat Path PlanningCollins Advisors, LLCBpc Advisors LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Great Path Planning: Schwab · Collins Advisors, LLC: Raymond James · Bpc Advisors LLC: Schwab