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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 North Woods Wealth Management (swap one in):+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY+ Clarus Group LLC $158M · New York, NY+ Vcp Financial LLC $142.6M · Staten Island, NY+ Stephen J. Garry & Associates, LLC $142.6M · Garden City, NY
Buffalo, NY
East Syracuse, NY
Port Angeles, WA
Assets under management$150.4M$158.3M$157.9M
Asset growth, last 2 years+132%+26%+21%
Advisory staff225
Individual clients194126293
Assets per client$775K$1.3M$539K
Clients per advisor976359
Main custodianSchwabSchwabSEI
Filing with the SEC since201920192019
Tools in their stack151
People on Advicer.bio225

From each firm's latest Form ADV (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.

ToolNorth Woods Wealth ManagementBpc Advisors LLCHallett Advisors
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: North Woods Wealth Management: Schwab · Bpc Advisors LLC: Schwab · Hallett Advisors: SEI, Schwab