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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 Cape Ann Capital, Inc. (swap one in):+ Campbell Financial Partners, LLC $202.7M · Fort Myers, FL+ Cfm Advisors Inc $202.7M · Hauppauge, NY+ Magnolia Wealth Management LLC $183.3M · Dothan, AL+ Righthand Capital, LLC $182.3M · West Newton, MA
Concord, MA
Needham, MA
Boca Raton, FL
Assets under management$193M$202.8M$202.9M
Asset growth, last 2 years+3%+29%+30%
Advisory staff232
Individual clients240227107
Assets per client$804K$893K$1.9M
Clients per advisor1207654
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack2–1
People on Advicer.bio231

From each firm's latest Form ADV (Mar 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.

ToolCape Ann Capital, Inc.Forness Financial LLCSyntax Research, Inc.
CRM
Envestnet Tamarac––Uses it
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Cape Ann Capital, Inc.: Fidelity · Forness Financial LLC: Schwab · Syntax Research, Inc.: none listed