Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Tampa, FL
Assets under management$1.02B$1.07B$965.6M
Asset growth, last 2 years+76%+21%+54%
Advisory staff4412
Individual clients370516807
Assets per client$2.8M$2.1M$1.2M
Clients per advisor9312967
Main custodianSchwabSchwabPershing
Filing with the SEC since20222012 or earlier2021
Tools in their stack–––
People on Advicer.bio5414

From each firm's latest Form ADV (Oct 2026, Mar 2026, Aug 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 · Unique Wealth, LLC: Pershing