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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):+ Tandem Investment Advisors Inc $3.45B · Charleston, SC+ Arvest Wealth Management $3.44B · Lowell, AR+ Winthrop Wealth $3.1B · Boston, MA+ Svb Wealth $3.1B · Boston, MA
Boston, MA
West Chester, PA
Needham, MA
Assets under management$3.27B$3.44B$3.76B
Asset growth, last 2 years+53%+118%+38%
Advisory staff111215
Individual clients1,6264961,898
Assets per client$2M$6.9M$2M
Clients per advisor14841127
Main custodianBNYSchwabFidelity
Filing with the SEC since2012 or earlier20212022
Tools in their stack22–
People on Advicer.bio91216

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 CapitalBeaumont Financial Partners
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 · Beaumont Financial Partners: Fidelity