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 Campbell Deegan Financial (swap one in):+ Deltec Asset Management LLC $782.8M · New York, NY+ Amerant Investments, Inc. $782.4M · Coral Gables, FL+ Manske Wealth Management, LLC $707.3M · Houston, TX+ Duncker Streett & Co. $707.3M · St. Louis, MO
Richmond, VA
Mclean, VA
Tysons Corner, VA
Assets under management$745.1M$786.2M$701.1M
Asset growth, last 2 years+32%+41%+38%
Advisory staff354
Individual clients76640555
Assets per client$973K$1.9M$12.7M
Clients per advisor2558114
Main custodianFidelityFidelityPershing
Filing with the SEC since201820212013
Tools in their stack––2
People on Advicer.bio464

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

ToolCampbell Deegan FinancialCenturion Wealth ManagementHarbour Capital Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it

Custodians on Form ADV: Campbell Deegan Financial: Fidelity · Centurion Wealth Management: Fidelity · Harbour Capital Advisors, LLC: Pershing