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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+ Amerant Investments, Inc. $782.4M · Coral Gables, FL+ Manske Wealth Management, LLC $707.3M · Houston, TX+ Harbour Capital Advisors, LLC $701.1M · Tysons Corner, VA
Richmond, VA
Mclean, VA
New York, NY
Assets under management$745.1M$786.2M$782.8M
Asset growth, last 2 years+32%+41%+17%
Advisory staff357
Individual clients766405148
Assets per client$973K$1.9M$5.3M
Clients per advisor2558121
Main custodianFidelityFidelityPershing
Filing with the SEC since201820212012 or earlier
Tools in their stack–––
People on Advicer.bio461

From each firm's latest Form ADV (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

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 · Deltec Asset Management LLC: Pershing, Northern Trust