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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 Auctus Advisors LLC (swap one in):+ 1808 Capital Partners $644.6M · Greensboro, NC+ Richards Merrill Wealth Management $643.6M · Spokane, WA+ Richardson Capital Management, LLC $582.2M · Menomonee Falls, WI+ Stewart Wealth Management, Inc. $581.5M · San Rafael, CA
Charlotte, NC
Raleigh, NC
Menlo Park, CA
Assets under management$612.9M$653M$582.2M
Asset growth, last 2 years+53%+53%+45%
Advisory staff243
Individual clients204438160
Assets per client$3M$1.5M$3.6M
Clients per advisor10211053
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack311
People on Advicer.bio243

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

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.

ToolAuctus Advisors LLCCollegiate Capital Management, Inc.Avalon Capital Management
Client File Sharing
BoxUses it––
CRM
Envestnet TamaracUses itUses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Auctus Advisors LLC: Schwab · Collegiate Capital Management, Inc.: Schwab, Fidelity · Avalon Capital Management: Schwab