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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 Asset Advisors (swap one in):+ Sargent Investment Group $1.48B · Bethesda, MD+ Eclectic Associates, Inc. $1.47B · Fullerton, CA+ Cws Financial Advisors LLC $1.33B · Kalamazoo, MI+ Chatterton & Associates $1.33B · Anaheim, CA
Augusta, GA
Santa Monica, CA
Chattanooga, TN
Assets under management$1.4B$1.47B$1.47B
Asset growth, last 2 years+33%–+60%
Advisory staff6613
Individual clients4561411,180
Assets per client$3.1M$10.4M$1.2M
Clients per advisor762491
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820242012 or earlier
Tools in their stack122
People on Advicer.bio5613

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

ToolAsset AdvisorsSerenus Wealth Advisors, LLCHhm Wealth Advisors, LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–
Portfolio Management
OrionUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Asset Advisors: Schwab · Serenus Wealth Advisors, LLC: Fidelity · Hhm Wealth Advisors, LLC: Schwab