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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 Campbell Deegan Financial (swap one in):+ Old Port Advisors $782.8M · Portland, ME+ Deltec Asset Management LLC $782.8M · New York, NY+ Manske Wealth Management, LLC $707.3M · Houston, TX+ Harbour Capital Advisors, LLC $701.1M · Tysons Corner, VA
Richmond, VA
Mclean, VA
Coral Gables, FL
Assets under management$745.1M$786.2M$782.4M
Asset growth, last 2 years+32%+41%+24%
Advisory staff3522
Individual clients766405984
Assets per client$973K$1.9M$795K
Clients per advisor2558145
Main custodianFidelityFidelityPershing
Filing with the SEC since201820212012 or earlier
Tools in their stack–––
People on Advicer.bio4621

From each firm's latest Form ADV (Mar 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Campbell Deegan Financial: Fidelity · Centurion Wealth Management: Fidelity · Amerant Investments, Inc.: Pershing