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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 Broadwing Capital Advisors, Inc. (swap one in):+ Unify Financial Advisors $155.8M · Clearwater, FL+ Live Oak Wealth Advisory Group, LLC $155.5M · Houston, TX+ Davenport Capital Management, LLC $140M · Mill Valley, CA+ Claremont Financial Group,Inc. $140M · Claremont, CA
Larkspur, CA
Tustin, CA
San Diego, CA
Assets under management$148M$157.1M$157M
Asset growth, last 2 years–+27%+1,407%
Advisory staff216
Individual clients63282128
Assets per client$2.3M$557K$1.2M
Clients per advisor3228221
Main custodianSchwabFidelity–
Filing with the SEC since202420172015
Tools in their stack23–
People on Advicer.bio216

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

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.

ToolBroadwing Capital Advisors, Inc.Crosspoint Financial, LLCFinec Asset Management
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses itUses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Broadwing Capital Advisors, Inc.: Schwab · Crosspoint Financial, LLC: Fidelity · Finec Asset Management: none listed