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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 Headinvest (swap one in):+ Ascension Capital Advisors, Inc. $938.5M · Houston, TX+ Stonebrook Private LLC $937M · Northville, MI+ Seneca Financial Advisors LLC $847.2M · Rochester, NY+ Baron Wealth Management, LLC $846.8M · Troy, MI
Portland, ME
Deerfield, IL
New Bedford, MA
Assets under management$891.8M$938.4M$846.8M
Asset growth, last 2 years+8%+31%+29%
Advisory staff658
Individual clients423383391
Assets per client$2.1M$2.5M$2.2M
Clients per advisor717749
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio758

From each firm's latest Form ADV (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.

ToolHeadinvestRoberts, Glore & Co.Barry Investment Advisors, LLC
CRM
HubSpot––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Headinvest: Schwab · Roberts, Glore & Co.: Fidelity · Barry Investment Advisors, LLC: Fidelity