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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 Capital Advisers, Inc. (swap one in):+ Holderness Investments Co $660.7M · Greensboro, NC+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Fairfield, Bush & Co. $589M · Darien, CT+ Fortress Private Ledger, LLC $584M · Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Assets under management$620M$659.4M$653M
Asset growth, last 2 years+72%+172%+53%
Advisory staff294
Individual clients610495438
Assets per client$1M$1.3M$1.5M
Clients per advisor30555110
Main custodianSchwabWells FargoSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack111
People on Advicer.bio4114

From each firm's latest Form ADV (Jan 2026, 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

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.

ToolCapital Advisers, Inc.Tradewinds, LLCCollegiate Capital Management, Inc.
CRM
Envestnet TamaracUses it–Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Capital Advisers, Inc.: Schwab, E*Trade Securities LLC · Tradewinds, LLC: Wells Fargo · Collegiate Capital Management, Inc.: Schwab, Fidelity