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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):+ Montgomery Financial $229.8M · Ocean City, MD+ Bradford Financial Center $229.7M · Clarion, IA+ Orographic Financial Advisors $207.7M+ Gates Pass Advisors, LLC $207.6M · Los Altos, CA
Lincoln, NE
Great Barrington, MA
New York, NY
Assets under management$218.7M$229.7M$229.8M
Asset growth, last 2 years−18%–+65%
Advisory staff354
Individual clients180209103
Assets per client$1.2M$1.1M$2.2M
Clients per advisor604226
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20242017
Tools in their stack–2–
People on Advicer.bio354

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 WealthLionshead Wealth Management, LLC
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Capital Consulting & Asset Management: none listed · Tableaux Wealth: Fidelity · Lionshead Wealth Management, LLC: Schwab