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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 Ariadne Wealth Management, LP (swap one in):+ Three Arch Wealth Management LLC $662.4M · Irvine, CA+ Betterwealth LLC $659.9M · San Jose, CA+ Cfci $595.6M · Bloomington, IN+ Endeavor Private Wealth, Inc. $595.3M · Topeka, KS
Santa Barbara, CA
Newport Beach, CA
Dallas, TX
Assets under management$627.3M$662.4M$595.7M
Asset growth, last 2 years+59%+40%–
Advisory staff675
Individual clients53190215
Assets per client$11.8M$3.5M$2.8M
Clients per advisor92743
Main custodianSchwabSchwab–
Filing with the SEC since201420162024
Tools in their stack13–
People on Advicer.bio758

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

ToolAriadne Wealth Management, LPWestshore WealthAscentis Wealth Management, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Ariadne Wealth Management, LP: Schwab · Westshore Wealth: Schwab · Ascentis Wealth Management, LLC: none listed