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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+ Fortress Private Ledger, LLC $584M · Raleigh, NC
Raleigh, NC
Raleigh, NC
Lake Success, NY
Assets under management$620M$659.4M$651.5M
Asset growth, last 2 years+72%+172%+38%
Advisory staff297
Individual clients610495405
Assets per client$1M$1.3M$1.6M
Clients per advisor3055558
Main custodianSchwabWells Fargo–
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack112
People on Advicer.bio4111

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, LLCWeber Asset Management, Inc.
CRM
Envestnet TamaracUses it–Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Capital Advisers, Inc.: Schwab, E*Trade Securities LLC · Tradewinds, LLC: Wells Fargo · Weber Asset Management, Inc.: none listed