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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):+ Deltec Asset Management LLC $782.8M · New York, NY+ Amerant Investments, Inc. $782.4M · Coral Gables, FL+ Duncker Streett & Co. $707.3M · St. Louis, MO+ Harbour Capital Advisors, LLC $701.1M · Tysons Corner, VA
Richmond, VA
Mclean, VA
Houston, TX
Assets under management$745.1M$786.2M$707.3M
Asset growth, last 2 years+32%+41%+38%
Advisory staff358
Individual clients766405480
Assets per client$973K$1.9M$1.5M
Clients per advisor2558160
Main custodianFidelityFidelity–
Filing with the SEC since201820212014
Tools in their stack––2
People on Advicer.bio4610

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

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 ManagementManske Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Campbell Deegan Financial: Fidelity · Centurion Wealth Management: Fidelity · Manske Wealth Management, LLC: none listed