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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 Bellwether Investment Group, LLC (swap one in):+ Collie Financial Planning, Inc. $162.9M · Black Mountain, NC+ Decamilla Capital Management LLC $162.9M · Sacramento, CA+ J. Mark Nickell & Co. $146.4M · Brentwood, TN+ Campbell Asset Management, LLC $146M · Chattanooga, TN
Hixson, TN
Franklin, TN
Germantown, TN
Assets under management$155.1M$164.6M$164.5M
Asset growth, last 2 years+31%+36%+44%
Advisory staff642
Individual clients31379495
Assets per client$496K$2.1M$332K
Clients per advisor5220248
Main custodianRaymond JamesSchwabRaymond James
Filing with the SEC since2012 or earlier20212017
Tools in their stack–––
People on Advicer.bio642

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Bellwether Investment Group, LLC: Raymond James · Sage Investment Counsel: Schwab · Tcm: Raymond James