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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 Northeast Capital Management, Inc. (swap one in):+ Tegesta Capital, LLC $111.1M · Jupiter, FL+ Klopp Investment Management LLC $110.6M · Cleveland, OH+ Preservation Capital Group $99.9M+ Freeboard Capital, LLC $99.9M
Coral Gables, FL
Miami, FL
Redlands, CA
Assets under management$105.3M$111.3M$100M
Asset growth, last 2 years–+75%+70%
Advisory staff122
Individual clients8458156
Assets per client$1.3M$1.9M$641K
Clients per advisor842978
Main custodian–Schwab–
Filing with the SEC since202620222012 or earlier
Tools in their stack–12
People on Advicer.bio122

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

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.GoiInvestment Counselors of Redlands LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Northeast Capital Management, Inc.: none listed · Goi: Schwab, Interactive Brokers · Investment Counselors of Redlands LLC: none listed