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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 Toomey Investment Management, Inc (swap one in):+ Bluedoor Private Wealth, LLC $337.3M · Beverly, MA+ The Nalls Sherbakoff Group, LLC $337.1M · Knoxville, TN+ Integrity Wealth LLC $304.8M · Eugene, OR+ Black Cypress Capital $304.6M
Wallingford, CT
Richmond, VA
Osterville, MA
Assets under management$321M$337.2M$337.3M
Asset growth, last 2 years+45%+46%+15%
Advisory staff363
Individual clients1,291167270
Assets per client$249K$2M$1.2M
Clients per advisor4302890
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack26–
People on Advicer.bio351

From each firm's latest Form ADV (Jan 2026, Apr 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.

ToolToomey Investment Management, IncEvoadvisorsLenk Ladner Investment Solutions LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Client Data Gathering
JotformUses it––
CRM
SS&C Black Diamond–Uses it–
ESG/SRI
YourStake–Uses it–
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Toomey Investment Management, Inc: Fidelity · Evoadvisors: Pershing · Lenk Ladner Investment Solutions LLC: Schwab