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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 Baltimore-Washington Financial Advisors (swap one in):+ Csenge Advisory Group, LLC $3.17B · Clearwater, FL+ Advisornet Wealth Partners $3.15B · Minnetonka, MN+ West Financial Services, Inc. $2.84B · Mclean, VA+ Manchester Capital Management LLC $2.83B · Manchester, VT
Columbia, MD
Bethesda, MD
St. Petersburg, FL
Assets under management$2.99B$3.3B$3.15B
Asset growth, last 2 years+84%+20%+58%
Advisory staff132627
Individual clients5,2722,8901,219
Assets per client$566K$1.1M$2.6M
Clients per advisor40611145
Main custodianSchwabWells FargoFidelity
Filing with the SEC since2012 or earlier20162020
Tools in their stack3––
People on Advicer.bio132920

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

ToolBaltimore-Washington Financial AdvisorsXml Financial GroupCyndeo Wealth Partners
Client Data Gathering
JotformUses it––
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Baltimore-Washington Financial Advisors: Schwab · Xml Financial Group: Wells Fargo, Fidelity · Cyndeo Wealth Partners: Fidelity