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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 Breakwater Capital Group (swap one in):+ Providence Capital Advisors, LLC $1.07B · Charlotte, NC+ Balboa Wealth Partners, Inc. $1.07B · Scottsdale, AZ+ Lifeworks Advisors, LLC $966.7M · Grand Rapids, MI+ Cornerstone Planning Group $951.8M · Fairfield, NJ
Paramus, NJ
Newport Beach, CA
Assets under management$1.02B$1.07B$1.07B
Asset growth, last 2 years+76%+21%+59%
Advisory staff448
Individual clients370516902
Assets per client$2.8M$2.1M$1.2M
Clients per advisor93129113
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2016
Tools in their stack–––
People on Advicer.bio548

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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: Breakwater Capital Group: Schwab · Hendershot Investments, Inc.: Schwab · Spinnaker Investment Group, LLC: Schwab