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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+ Collegiate Capital Management, Inc. $653M · Raleigh, NC+ Fairfield, Bush & Co. $589M · Darien, CT+ Wp Advisors, LLC $588.9M
Raleigh, NC
Raleigh, NC
Raleigh, NC
Assets under management$620M$659.4M$584M
Asset growth, last 2 years+72%+172%+312%
Advisory staff2913
Individual clients610495681
Assets per client$1M$1.3M$858K
Clients per advisor3055552
Main custodianSchwabWells FargoInteractive Brokers
Filing with the SEC since2012 or earlier20212020
Tools in their stack11–
People on Advicer.bio41120

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, LLCFortress Private Ledger, LLC
CRM
Envestnet TamaracUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Capital Advisers, Inc.: Schwab, E*Trade Securities LLC · Tradewinds, LLC: Wells Fargo · Fortress Private Ledger, LLC: Interactive Brokers, Schwab, Fidelity