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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 Harbour Capital Advisors, LLC (swap one in):+ Paragon Capital Management LLC $739.8M · Overland Park, KS+ Am Investment Strategies, LLC $738.4M · Chattanooga, TN+ Bcwm $665.2M · Overland Park, KS+ America First Investment Advisors LLC $665.1M · Omaha, NE
Tysons Corner, VA
Richmond, VA
Tucson, AZ
Assets under management$701.1M$745.1M$737.8M
Asset growth, last 2 years+38%+32%+33%
Advisory staff433
Individual clients557662,488
Assets per client$12.7M$973K$297K
Clients per advisor14255829
Main custodianPershingFidelityFidelity
Filing with the SEC since201320182012 or earlier
Tools in their stack2––
People on Advicer.bio443

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.

ToolHarbour Capital Advisors, LLCCampbell Deegan FinancialFinancial Directions LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Harbour Capital Advisors, LLC: Pershing · Campbell Deegan Financial: Fidelity · Financial Directions LLC: Fidelity, Captial Bank and Trust