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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 Advisory Services Network (swap one in):+ Cullen Capital Management, LLC $11.58B · New York, NY+ Apollon Wealth Management, LLC $11.56B · Mount Pleasant, SC+ Signaturefd, LLC $9.68B · Atlanta, GA+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA
Atlanta, GA
Los Angeles, CA
Berwyn, PA
Assets under management$10.6B$11.53B$11.41B
Asset growth, last 2 years+55%+15%+49%
Advisory staff2471312
Individual clients12,42671826,605
Assets per client$853K$16.1M$429K
Clients per advisor50552,217
Main custodian–Bank of America, National AssociationSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–1–
People on Advicer.bio255102

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

ToolAdvisory Services NetworkEverett Harris & CoQrg Capital Management, Inc.
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Advisory Services Network: none listed · Everett Harris & Co: Bank of America, National Association, Schwab · Qrg Capital Management, Inc.: Schwab, Fidelity, Pershing