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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 Belpointe Asset Management LLC (swap one in):+ Annex Wealth Management, LLC $8.05B · Brookfield, WI+ Crestwood Advisors $8.02B · Boston, MA+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ The Wealth Consulting Group $6.28B · Las Vegas, NV
Reno, NV
Alpharetta, GA
Vestavia Hills, AL
Assets under management$7.58B$8.01B$7.97B
Asset growth, last 2 years+76%+53%+106%
Advisory staff15110178
Individual clients7,32110,54617,207
Assets per client$1M$759K$463K
Clients per advisor481,05597
Main custodianSchwabAxos ClearingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio16423196

From each firm's latest Form ADV (May 2026, Jun 2026, Oct 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.

ToolBelpointe Asset Management LLCHoward Capital Management, LLCRFG Advisory
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Belpointe Asset Management LLC: Schwab, Fidelity · Howard Capital Management, LLC: Axos Clearing, Fidelity, Pershing · RFG Advisory: Schwab, Fidelity