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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 Karagosian Financial Services, Inc (swap one in):+ Aerie Capital Management $28.2M+ Atlanticmidwest Investment Research, LLC $28.1M · Humacao, PR+ Glass Lake Wealth Management $25.4M+ Oxford Martin, LLC $25.4M · Wakefield, MA
Croton On Hudson, NY
Brooklyn, NY
New York, NY
Assets under management$26.8M$28.2M$25.2M
Asset growth, last 2 years+6%–+398%
Advisory staff111
Individual clients5211921
Assets per client$515K$237K$1.2M
Clients per advisor5211921
Main custodianPershing––
Filing with the SEC since202120262015
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Karagosian Financial Services, Inc: Pershing · Universe, Inc.: none listed · Eureka Wealth Solutions: none listed