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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 Stonebrook Private LLC (swap one in):+ Encompass More Asset Management LLC $984.9M · Danville, CA+ Barton Investment Management, LLC $984.7M · W. Conshohocken, PA+ J.p. King Advisors, Inc. $889.7M · Walnut Creek, CA+ 3chopt Investment Partners LLC $889.4M · Richmond, VA
Northville, MI
Belmont, MI
The Woodlands, TX
Assets under management$937M$998.5M$984.6M
Asset growth, last 2 years+43%+42%+26%
Advisory staff4108
Individual clients582527300
Assets per client$1.6M$1.9M$3.3M
Clients per advisor1465338
Main custodian–FidelitySchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack336
People on Advicer.bio31012

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

ToolStonebrook Private LLCHenrickson Nauta Wealth Advisors, Inc.Avion Wealth
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Cash Management/Budgeting
FlourishUses it––
Client File Sharing
Box––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Stonebrook Private LLC: none listed · Henrickson Nauta Wealth Advisors, Inc.: Fidelity · Avion Wealth: Schwab, Fidelity