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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 Azimuth Capital Management (swap one in):+ Cg Advisory Services $4.64B · Williamston, MI+ Southeast Asset Advisors, LLC $4.2B · Thomasville, GA+ Fas Wealth Partners, Inc. $3.78B · Leawood, KS+ Beaumont Financial Partners $3.76B · Needham, MA
Bloomfield Hills, MI
Holland, MI
Long Beach, CA
Assets under management$3.99B$4.37B$4.2B
Asset growth, last 2 years+18%+46%+33%
Advisory staff96136
Individual clients3818,7991,457
Assets per client$10.5M$497K$2.9M
Clients per advisor4214440
Main custodianSchwabSchwabFidelity
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack212
People on Advicer.bio106643

From each firm's latest Form ADV (Mar 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.

ToolAzimuth Capital ManagementAdvisory Alpha, LLCHalbert Hargrove
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Azimuth Capital Management: Schwab, RBC, BNY · Advisory Alpha, LLC: Schwab, Fidelity · Halbert Hargrove: Fidelity, Schwab