Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Avid Planning (swap one in):+ Blackfield Capital Management LLC $61.5M · Rockville, MD+ Gruenstein Investments LLC $61.5M+ Avanti Wealth Management $55.6M · Longwood, FL+ Mccarty Wealth $55.5M · Rockledge, FL
St. Petersburg, FL
Assets under management$58.5M$61.5M$61.5M
Asset growth, last 2 years––+297%
Advisory staff241
Individual clients6912954
Assets per client$848K$477K$1.1M
Clients per advisor353254
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack32–
People on Advicer.bio231

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

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.

ToolAvid PlanningDrumond Wealth ManagementContinuum Global Asset Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––