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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 Avantax Planning Partners, Inc. (swap one in):+ Annex Wealth Management, LLC $8.05B · Brookfield, WI+ RFG Advisory $7.97B · Vestavia Hills, AL+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ Cassaday & Company, Inc. $7.14B · Mclean, VA
Dubuque, IA
Alpharetta, GA
Boston, MA
Assets under management$7.57B$8.01B$8.02B
Asset growth, last 2 years+19%+53%+41%
Advisory staff2001056
Individual clients7,51510,5461,106
Assets per client$1M$759K$7.3M
Clients per advisor381,05520
Main custodianSchwabAxos ClearingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack4––
People on Advicer.bio102340

From each firm's latest Form ADV (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.

ToolAvantax Planning Partners, Inc.Howard Capital Management, LLCCrestwood Advisors
Custodial Platform
AdviceWorksUses it––
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Avantax Planning Partners, Inc.: Schwab, Fidelity · Howard Capital Management, LLC: Axos Clearing, Fidelity, Pershing · Crestwood Advisors: Fidelity, Schwab