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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+ Crestwood Advisors $8.02B · Boston, MA+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ Cassaday & Company, Inc. $7.14B · Mclean, VA
Dubuque, IA
Alpharetta, GA
Vestavia Hills, AL
Assets under management$7.57B$8.01B$7.97B
Asset growth, last 2 years+19%+53%+106%
Advisory staff20010178
Individual clients7,51510,54617,207
Assets per client$1M$759K$463K
Clients per advisor381,05597
Main custodianSchwabAxos ClearingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4–2
People on Advicer.bio1023196

From each firm's latest Form ADV (Jun 2026, Oct 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, LLCRFG Advisory
Custodial Platform
AdviceWorksUses it––
Charles SchwabUses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

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