Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Northeast Capital Management, Inc. (swap one in):+ Tegesta Capital, LLC $111.1M · Jupiter, FL+ Klopp Investment Management LLC $110.6M · Cleveland, OH+ Investment Counselors of Redlands LLC $100M · Redlands, CA+ Preservation Capital Group $99.9M
Coral Gables, FL
Miami, FL
Assets under management$105.3M$111.3M$99.9M
Asset growth, last 2 years–+75%−11%
Advisory staff121
Individual clients845819
Assets per client$1.3M$1.9M$5.3M
Clients per advisor842919
Main custodian–Schwab–
Filing with the SEC since202620222014
Tools in their stack–11
People on Advicer.bio12–

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

ToolNortheast Capital Management, Inc.GoiFreeboard Capital, LLC
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Northeast Capital Management, Inc.: none listed · Goi: Schwab, Interactive Brokers · Freeboard Capital, LLC: none listed