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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 Astra Wealth Management Group (swap one in):+ Personal Cfo Solutions LLC $1.65B · Chester, NJ+ Pathway Financial Advisors, LLC $1.65B · South Burlington, VT+ Wallace Capital Management, Inc. $1.49B · Dallas, TX+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX
Plano, TX
Fort Worth, TX
Menlo Park, CA
Assets under management$1.57B$1.67B$1.65B
Asset growth, last 2 years+36%+19%+51%
Advisory staff1259
Individual clients96415303
Assets per client$1.6M$111.6M$5.4M
Clients per advisor80334
Main custodianFidelityFidelitySchwab
Filing with the SEC since20232012 or earlier2016
Tools in their stack222
People on Advicer.bio146–

From each firm's latest Form ADV (Jun 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.

ToolAstra Wealth Management GroupTailwind AdvisorsLyell Wealth Management LP
CRM
SS&C Black DiamondUses it–Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––
Digital Marketing
Mailchimp––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Astra Wealth Management Group: Fidelity · Tailwind Advisors: Fidelity, J.P. Morgan · Lyell Wealth Management LP: Schwab