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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 Newman Asset Management Inc (swap one in):+ Legacy Financial Advisors, Inc. $1.52B · Covington, KY+ Edgemoor Investment Advisors, Inc. $1.52B · Bethesda, MD+ Black Diamond Financial, LLC $1.37B · Lutherville, MD+ Packerland Brokerage Services, Inc. $1.36B · Green Bay, WI
Milwaukee, WI
Los Angeles, CA
Wayne, PA
Assets under management$1.44B$1.52B$1.52B
Asset growth, last 2 years+34%+2%+131%
Advisory staff412419
Individual clients1,4221,2922,504
Assets per client$1M$1.2M$605K
Clients per advisor35610132
Main custodianSchwabCity National BankRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–––
People on Advicer.bio412420

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 Newman Asset Management Inc: Schwab · RBC Securities, Inc.: City National Bank · Alden Capital: Raymond James