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 Canton Hathaway LLC (swap one in):+ Cullen Investment Group $910M · Lafayette, LA+ Clayton Wealth Partners $909.8M · Topeka, KS+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA
Providence, RI
Providence, RI
Richmond, VA
Assets under management$866.1M$914.8M$909.6M
Asset growth, last 2 years+41%+28%+83%
Advisory staff5612
Individual clients84706522
Assets per client$10.3M$1.3M$1.7M
Clients per advisor1711844
Main custodianFidelityFidelityFidelity
Filing with the SEC since20182012 or earlier2019
Tools in their stack––4
People on Advicer.bio5613

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

ToolCanton Hathaway LLCStrategicpoint Investment Advisors LLCCovenant Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Canton Hathaway LLC: Fidelity · Strategicpoint Investment Advisors LLC: Fidelity · Covenant Wealth Advisors: Fidelity, Schwab