Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Vcp Financial LLC (swap one in):+ Old Bridge Wealth, Inc $150.6M · Syosset, NY+ Clearbrook Investment Solutions LLC $149.9M · New York, NY+ Dover Investment Advisory Corporation $135.4M+ Financial Advisor Network, Inc. $135M · Farmingdale, NY
Staten Island, NY
New York, NY
Buffalo, NY
Assets under management$142.6M$149.9M$150.4M
Asset growth, last 2 years+51%–+132%
Advisory staff412
Individual clients385–194
Assets per client$370K–$775K
Clients per advisor96–97
Main custodianSchwabGoldman SachsSchwab
Filing with the SEC since201720242019
Tools in their stack–11
People on Advicer.bio412

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

ToolVcp Financial LLCCavalcade Capital LLCNorth Woods Wealth Management
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Vcp Financial LLC: Schwab · Cavalcade Capital LLC: Goldman Sachs, J.P. Morgan, Merrill · North Woods Wealth Management: Schwab