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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 Anchor Investment Management (swap one in):+ CGN Advisors, LLC $1.6B · Manhattan, KS+ Beam Wealth Advisors, Inc. $1.6B · Covington, LA+ Mv Capital Management, Inc. $1.44B · Bethesda, MD+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX
Columbia, SC
Salt Lake City, UT
Bangor, ME
Assets under management$1.52B$1.6B$1.59B
Asset growth, last 2 years+29%−7%+63%
Advisory staff101215
Individual clients7631,1931,302
Assets per client$2M$1.3M$1.2M
Clients per advisor769987
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack3–1
People on Advicer.bio61413

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

ToolAnchor Investment ManagementAlta Capital Management LLCMeans Wealth Management
Client Data Gathering
Jotform––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
MailchimpUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Anchor Investment Management: Schwab · Alta Capital Management LLC: Schwab · Means Wealth Management: Fidelity