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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):+ Finec Asset Management $157M · San Diego, CA+ 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
Clearwater, FL
Assets under management$148M$157.1M$155.8M
Asset growth, last 2 years–+27%–
Advisory staff212
Individual clients63282193
Assets per client$2.3M$557K$807K
Clients per advisor3228297
Main custodianSchwabFidelitySchwab
Filing with the SEC since202420172024
Tools in their stack234
People on Advicer.bio212

From each firm's latest Form ADV (Feb 2026, Mar 2026, Apr 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, LLCUnify Financial Advisors
Custodial Platform
Charles SchwabUses it–Uses it
Interactive Brokers––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses itUses it–
RightCapital (Right Capital)––Uses it
CRM
SS&C Black Diamond––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Broadwing Capital Advisors, Inc.: Schwab · Crosspoint Financial, LLC: Fidelity · Unify Financial Advisors: Schwab