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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):+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX+ Dedora Capital, Inc. $550.7M · Napa, CA+ Jackson Financial Services, LLC $498.1M · Mt. Pleasant, SC+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Southport, CT
Centerbrook, CT
Frederick, MD
Assets under management$524.5M$556.3M$551.1M
Asset growth, last 2 years+13%+15%+41%
Advisory staff556
Individual clients207115816
Assets per client$2.5M$4.8M$675K
Clients per advisor4123136
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack2–7
People on Advicer.bio458

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 LLCVeridian Capital Partners
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Video Meetings & Messaging
Zoom––Uses it
Website Builders
WebflowUses it––

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