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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 5th Street Advisors, LLC (swap one in):+ Veridian Capital Partners $551.1M · Frederick, MD+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX+ Jackson Financial Services, LLC $498.1M · Mt. Pleasant, SC+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Southport, CT
Centerbrook, CT
Napa, CA
Assets under management$524.5M$556.3M$550.7M
Asset growth, last 2 years+13%+15%+30%
Advisory staff554
Individual clients207115460
Assets per client$2.5M$4.8M$1.2M
Clients per advisor4123115
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack2–3
People on Advicer.bio456

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

Tool5th Street Advisors, LLCHt Partners LLCDedora Capital, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: 5th Street Advisors, LLC: Fidelity, Schwab · Ht Partners LLC: Schwab · Dedora Capital, Inc.: Schwab