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.

Portfolio Guide
Barnett Investment Counsel, LLC
Able Financial Planning

Similar in size to Portfolio Guide (swap one in):+ Full Compass Investment Advisors $951K + Buoyancy Capital $947K + Openhanded Wealth LLC $854K + Kg Meyer, PC $850K

	Portfolio Guide	Barnett Investment Counsel, LLC	Able Financial Planning West Brookfield, MA
Assets under management	$900K	$950K	$850K
Asset growth, last 2 years	–	–	+183%
Advisory staff	1	1	1
Individual clients	4	39	24
Assets per client	$225K	$24K	$35K
Clients per advisor	4	39	24
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2023
Tools in their stack	–	–	–
People on Advicer.bio	1	1	1

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

Portfolio Guide
Barnett Investment Counsel, LLC
Able Financial Planning

Advisory staff

Portfolio Guide
Barnett Investment Counsel, LLC
Able Financial Planning

Individual clients

Portfolio Guide
Barnett Investment Counsel, LLC
Able Financial Planning

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.