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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):+ Cruden Bay Investment Management, LLC $663.1M · Westlake Village, CA+ Three Arch Wealth Management LLC $662.4M · Irvine, CA+ Ascentis Wealth Management, LLC $595.7M · Dallas, TX+ Cfci $595.6M · Bloomington, IN
Santa Barbara, CA
Newport Beach, CA
San Jose, CA
Assets under management$627.3M$662.4M$659.9M
Asset growth, last 2 years+59%+40%+32%
Advisory staff675
Individual clients53190373
Assets per client$11.8M$3.5M$1.8M
Clients per advisor92775
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420162015
Tools in their stack133
People on Advicer.bio755

From each firm's latest Form ADV (Mar 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.

ToolAriadne Wealth Management, LPWestshore WealthBetterwealth LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Performance Reporting
AddeparUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Ariadne Wealth Management, LP: Schwab · Westshore Wealth: Schwab · Betterwealth LLC: Schwab