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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 Atis (swap one in):+ Cmh Wealth Management $101.1M · Dallas, TX+ Cantata Wealth Management, LLC $101.1M · Coral Gables, FL+ Delvaux Wealth Management $91.5M+ Luminary Wealth $90.9M · Fort Wayne, IN
Highland, IN
Indianapolis, IN
Great Neck, NY
Assets under management$96.3M$101.3M$101.1M
Asset growth, last 2 years––+11%
Advisory staff314
Individual clients2299599
Assets per client$420K$1.1M$1M
Clients per advisor769525
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–––
People on Advicer.bio414

From each firm's latest Form ADV (Jan 2026, Feb 2026, Jul 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Atis: none listed · Corwin Company LLC: none listed · Rga Investment Advisors, LLC: Schwab