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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
Needham, MA
Assets under management$192.9M$202.7M$202.8M
Asset growth, last 2 years+14%−88%+29%
Advisory staff253
Individual clients219199227
Assets per client$881K$1M$893K
Clients per advisor1104076
Main custodianSchwabAmerican Trust CustodySchwab
Filing with the SEC since20182012 or earlier2018
Tools in their stack3––
People on Advicer.bio253

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

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 IncForness Financial LLC
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 · Forness Financial LLC: Schwab