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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 Cahaba Wealth Management, Inc. (swap one in):+ Condor Capital Wealth Management $2.18B · Martinsville, NJ+ Zuckerman Investment Group $2.17B · Chicago, IL+ Falcon Wealth Planning, LLC $1.96B · Ontario, CA+ 3edge Asset Management, LP $1.95B · Naples, FL
Atlanta, GA
Dublin, OH
Northville, MI
Assets under management$2.06B$2.17B$2.17B
Asset growth, last 2 years+38%+107%+28%
Advisory staff171210
Individual clients888607775
Assets per client$2.3M$3.6M$2.8M
Clients per advisor525178
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack331
People on Advicer.bio171010

From each firm's latest Form ADV (Oct 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.

ToolCahaba Wealth Management, Inc.Pds Planning IncSigma Investment Counselors
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses it––
Client Data Gathering
JotformUses it––
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Cahaba Wealth Management, Inc.: Fidelity · Pds Planning Inc: Schwab · Sigma Investment Counselors: Schwab, Fidelity