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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+ Arvest Wealth Management $3.44B · Lowell, AR+ Svb Wealth $3.1B · Boston, MA+ Birch Hill Investment Advisors LLC $2.95B · Boston, MA
Boston, MA
West Chester, PA
Boston, MA
Assets under management$3.27B$3.44B$3.1B
Asset growth, last 2 years+53%+118%+40%
Advisory staff111227
Individual clients1,6264962,405
Assets per client$2M$6.9M$1.3M
Clients per advisor1484189
Main custodianBNYSchwabLPL Financial
Filing with the SEC since2012 or earlier20212017
Tools in their stack223
People on Advicer.bio91228

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

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 CapitalWinthrop Wealth
Custodial Platform
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)Uses it––
Advisory Fee Billing
AdvicePay––Uses it
CRM
HubSpotUses it––
Financial Planning
eMoney––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 · Winthrop Wealth: LPL Financial