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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 Longbow Asset Management (swap one in):+ Clarity Investments + Planning LLC $141.5M · Mount Kisco, NY+ Markle Financial LLC $141.2M · Laramie, WY+ Split Creek LLC Dba Split Creek Capital LLC $127.7M+ Gps Investments $127.7M · Scottsdale, AZ
Tulsa, OK
New York, NY
Santa Barbara, CA
Assets under management$134.4M$141.4M$141.4M
Asset growth, last 2 years+12%+30%+31%
Advisory staff214
Individual clients1329996
Assets per client$1M$1.4M$1.5M
Clients per advisor669924
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack––2
People on Advicer.bio214

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

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.

ToolLongbow Asset ManagementMjb Asset Management LLCBourke Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Longbow Asset Management: Schwab · Mjb Asset Management LLC: Schwab · Bourke Wealth Management: Schwab