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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 Northstar Financial Companies, Inc. (swap one in):+ Whitegate Investment Counselors, Inc. $545.4M · Concord, NH+ Stewardship Advisors, LLC $545.2M · Mount Joy, PA+ Uas Asset Management $493M · New York, NY+ Brick & Kyle Associates Inc $491.7M · Newtown, PA
Conshohocken, PA
Allentown, PA
Saint Louis, MO
Assets under management$519M$548.3M$545M
Asset growth, last 2 years+82%+12%+33%
Advisory staff558
Individual clients507123505
Assets per client$1M$4.5M$1.1M
Clients per advisor1012563
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2022
Tools in their stack–11
People on Advicer.bio949

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

ToolNorthstar Financial Companies, Inc.Hamel Associates,Inc.25 Financial
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Northstar Financial Companies, Inc.: Schwab · Hamel Associates,Inc.: Schwab · 25 Financial: Schwab, Fidelity