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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 Baybridge Capital Group, LLC (swap one in):+ Campbell Financial Partners, LLC $202.7M · Fort Myers, FL+ Wernau Asset Management $202.6M · Gloucester, MA+ Altamont Wealth Management, Inc. $182.9M · Livermore, CA+ Genter Advisors LLC $182.8M · Los Angeles, CA
Livermore, CA
Hauppauge, NY
Largo, FL
Assets under management$192.9M$202.7M$183.2M
Asset growth, last 2 years+14%−88%+60%
Advisory staff256
Individual clients219199291
Assets per client$881K$1M$630K
Clients per advisor1104049
Main custodianSchwabAmerican Trust CustodyAssetMark
Filing with the SEC since20182012 or earlier2013
Tools in their stack3––
People on Advicer.bio258

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.

ToolBaybridge Capital Group, LLCCfm Advisors IncEconologics Financial Advisors
CRM
Envestnet TamaracUses it––
Portfolio Management
EnvestnetUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Baybridge Capital Group, LLC: Schwab · Cfm Advisors Inc: American Trust Custody · Econologics Financial Advisors: AssetMark