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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 N1 Advisors (swap one in):+ Brown Financial Advisory $468.2M · Fairhope, AL+ Flagstone Financial Management, LLC $467.8M · Lincoln, NE+ Valiant Wealth, LLC $423.1M · West Des Moines, IA+ Blakeslee & Blakeslee Financial Advisers Inc. $423M · San Luis Obispo, CA
Newark, DE
New Orleans, LA
Scranton, PA
Assets under management$445.5M$467.8M$423M
Asset growth, last 2 years+54%+68%+65%
Advisory staff352
Individual clients194214469
Assets per client$2.3M$2.2M$902K
Clients per advisor6543235
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–5–
People on Advicer.bio352

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.

ToolN1 AdvisorsThirtynorth Investments, LLCCapital Wealth Investments
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Email & Office Suites
Microsoft 365–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: N1 Advisors: Schwab · Thirtynorth Investments, LLC: Schwab, Voya Financial Partners, LLC, Ascensus Financial Services, LLC. · Capital Wealth Investments: Schwab