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 Caldwell Advisors, LLC (swap one in):+ Stonebridge Wealth Systems LLC $369.1M · Kearney, NE+ Baron Financial Group LLC $369.1M · Fair Lawn, NJ+ Cottage Street Advisors $333.8M · Marion, MA+ Good Harbor Advisors, Inc. $333.7M · Gloucester, MA
Brentwood, TN
Newport Beach, CA
Denver, CO
Assets under management$351.4M$369M$369M
Asset growth, last 2 years+9%+19%+65%
Advisory staff552
Individual clients499266186
Assets per client$704K$1.4M$2M
Clients per advisor1005393
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–21
People on Advicer.bio562

From each firm's latest Form ADV (Apr 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.

ToolCaldwell Advisors, LLCYosemite Capital ManagementIntegrity Wealth Solutions LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Caldwell Advisors, LLC: LPL Financial · Yosemite Capital Management: Schwab · Integrity Wealth Solutions LLC: Schwab, Vanguard