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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 Iadvise Partners (swap one in):+ Heritage Financial Counselors, LLC $235.9M · Bedminster, NJ+ Bamboo Wealth Strategies $235.7M · San Diego, CA+ Simmons Capital Group $213M · Halfmoon, NY+ Brixton Capital Wealth Advisors, LLC $212.4M · Garden City, NY
New York, NY
New York, NY
Corning, NY
Assets under management$224.5M$236.8M$212.7M
Asset growth, last 2 years+29%+11%+27%
Advisory staff142
Individual clients20201178
Assets per client$11.2M$1.2M$1.2M
Clients per advisor205089
Main custodianJ.P. MorganHilltop Securities Inc.Schwab
Filing with the SEC since20132012 or earlier2015
Tools in their stack––1
People on Advicer.bio212

From each firm's latest Form ADV (Apr 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.

ToolIadvise PartnersAxiom Investment Management LLCBck Partners, Inc.
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Iadvise Partners: J.P. Morgan · Axiom Investment Management LLC: Hilltop Securities Inc. · Bck Partners, Inc.: Schwab