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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 Canton Hathaway LLC (swap one in):+ Clayton Wealth Partners $909.8M · Topeka, KS+ Covenant Wealth Advisors $909.6M · Richmond, VA+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA
Providence, RI
Providence, RI
Lafayette, LA
Assets under management$866.1M$914.8M$910M
Asset growth, last 2 years+41%+28%+35%
Advisory staff565
Individual clients84706605
Assets per client$10.3M$1.3M$1.5M
Clients per advisor17118121
Main custodianFidelityFidelityRaymond James
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio566

From each firm's latest Form ADV (Mar 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: Canton Hathaway LLC: Fidelity · Strategicpoint Investment Advisors LLC: Fidelity · Cullen Investment Group: Raymond James