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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 Andina Advisors (swap one in):+ Chatterton & Associates $1.33B · Anaheim, CA+ Chadds Ford Wealth Partners, LLC $1.33B · Chadds Ford, PA+ Cedar Mountain Advisors, LLC $1.2B · Lake Oswego, OR+ Bmo Nesbitt Burns Securities LTD. $1.2B · Toronto, Ontario
Logan, UT
Houston, TX
Kalamazoo, MI
Assets under management$1.26B$1.33B$1.33B
Asset growth, last 2 years+56%+42%+26%
Advisory staff665
Individual clients632431802
Assets per client$2M$3.1M$1.7M
Clients per advisor10572160
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2018
Tools in their stack41–
People on Advicer.bio1077

From each firm's latest Form ADV (Jul 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.

ToolAndina AdvisorsCallahan Advisors, LLCCws Financial Advisors LLC
Website Builders
WebflowUses it––
Wix–Uses it–
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Andina Advisors: Schwab · Callahan Advisors, LLC: Schwab · Cws Financial Advisors LLC: Schwab