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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+ Sigma Investment Counselors $2.17B · Northville, MI+ Falcon Wealth Planning, LLC $1.96B · Ontario, CA+ 3edge Asset Management, LP $1.95B · Naples, FL
Atlanta, GA
Dublin, OH
Chicago, IL
Assets under management$2.06B$2.17B$2.17B
Asset growth, last 2 years+38%+107%+41%
Advisory staff17126
Individual clients888607425
Assets per client$2.3M$3.6M$5.1M
Clients per advisor525171
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack331
People on Advicer.bio17103

From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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 IncZuckerman Investment Group
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses it––
Client Data Gathering
JotformUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Cahaba Wealth Management, Inc.: Fidelity · Pds Planning Inc: Schwab · Zuckerman Investment Group: Pershing, Schwab, Cibc National Trust Company