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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+ Bourke Wealth Management $141.4M · Santa Barbara, CA+ Split Creek LLC Dba Split Creek Capital LLC $127.7M+ Gps Investments $127.7M · Scottsdale, AZ
Tulsa, OK
New York, NY
Laramie, WY
Assets under management$134.4M$141.4M$141.2M
Asset growth, last 2 years+12%+30%+45%
Advisory staff215
Individual clients13299257
Assets per client$1M$1.4M$549K
Clients per advisor669951
Main custodianSchwabSchwabSEI
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–––
People on Advicer.bio213

From each firm's latest Form ADV (Mar 2026, Jun 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: Longbow Asset Management: Schwab · Mjb Asset Management LLC: Schwab · Markle Financial LLC: SEI