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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):+ Apollon Wealth Management, LLC $11.56B · Mount Pleasant, SC+ Qrg Capital Management, Inc. $11.41B · Berwyn, PA+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Arkadios Wealth Advisors $8.79B · Atlanta, GA
Atlanta, GA
Los Angeles, CA
Atlanta, GA
Assets under management$10.6B$11.53B$9.68B
Asset growth, last 2 years+55%+15%+34%
Advisory staff2471350
Individual clients12,4267181,891
Assets per client$853K$16.1M$5.1M
Clients per advisor505538
Main custodian–Bank of America, National AssociationSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–14
People on Advicer.bio2551049

From each firm's latest Form ADV (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.

ToolAdvisory Services NetworkEverett Harris & CoSignaturefd, LLC
CRM
HubSpot––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Advisory Services Network: none listed · Everett Harris & Co: Bank of America, National Association, Schwab · Signaturefd, LLC: Schwab, Fidelity