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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 Consulting & Asset Management (swap one in):+ Lionshead Wealth Management, LLC $229.8M · New York, NY+ Montgomery Financial $229.8M · Ocean City, MD+ Orographic Financial Advisors $207.7M+ Gates Pass Advisors, LLC $207.6M · Los Altos, CA
Lincoln, NE
Great Barrington, MA
Clarion, IA
Assets under management$218.7M$229.7M$229.7M
Asset growth, last 2 years−18%–+10%
Advisory staff3514
Individual clients180209699
Assets per client$1.2M$1.1M$329K
Clients per advisor604250
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–23
People on Advicer.bio358

From each firm's latest Form ADV (Mar 2026, Jul 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 Consulting & Asset ManagementTableaux WealthBradford Financial Center
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Capital Consulting & Asset Management: none listed · Tableaux Wealth: Fidelity · Bradford Financial Center: Schwab, SEI