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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 Investment Management Inc (swap one in):+ Beaumont Financial Partners $3.76B · Needham, MA+ Tandem Investment Advisors Inc $3.45B · Charleston, SC+ Winthrop Wealth $3.1B · Boston, MA+ Svb Wealth $3.1B · Boston, MA
Boston, MA
West Chester, PA
Lowell, AR
Assets under management$3.27B$3.44B$3.44B
Asset growth, last 2 years+53%+118%+33%
Advisory staff1112173
Individual clients1,6264966,689
Assets per client$2M$6.9M$514K
Clients per advisor1484139
Main custodianBNYSchwabPershing
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack22–
People on Advicer.bio912204

From each firm's latest Form ADV (Feb 2026, Oct 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 Investment Management IncWedmont Private CapitalArvest Wealth Management
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)Uses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Northeast Investment Management Inc: BNY · Wedmont Private Capital: Schwab · Arvest Wealth Management: Pershing