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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 Barrister (swap one in):+ Craftwork Capital LLC $102.1M · Alexandria, VA+ Amadeus Wealth Alternatives, Inc. $102.1M · Hackensack, NJ+ Newport Securities Corporation $92.3M+ Qvg, LLC $92.3M
Fort Washington, PA
Denver, CO
Troy, MI
Assets under management$97.1M$102M$102M
Asset growth, last 2 years––+138%
Advisory staff121
Individual clients13713374
Assets per client$709K$767K$1.4M
Clients per advisor1376774
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack421
People on Advicer.bio121

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

ToolBarristerDenewiler Capital Management IncGlobal Wealth Advisors LLC
Digital Marketing
Mailchimp–Uses it–
Snappy Kraken––Uses it
Client File Sharing
BoxUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses itUses it–