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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 Arkadios Wealth Advisors (swap one in):+ Ritholtz Wealth Management $9.42B · New York+ Joel Isaacson & Co., LLC $9.32B · New York, NY+ Nicholas Hoffman & Company, LLC $8.26B · Atlanta, GA+ Capital Investment Advisors, LLC $8.21B · Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Assets under management$8.79B$10.6B$9.68B
Asset growth, last 2 years+228%+55%+34%
Advisory staff15124750
Individual clients14,32012,4261,891
Assets per client$614K$853K$5.1M
Clients per advisor955038
Main custodianFidelity–Schwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack1–4
People on Advicer.bio23625549

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.

ToolArkadios Wealth AdvisorsAdvisory Services NetworkSignaturefd, LLC
CRM
HubSpot––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Arkadios Wealth Advisors: Fidelity, Schwab · Advisory Services Network: none listed · Signaturefd, LLC: Schwab, Fidelity