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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+ 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
Ocean City, MD
Assets under management$218.7M$229.7M$229.8M
Asset growth, last 2 years−18%–+103%
Advisory staff354
Individual clients180209950
Assets per client$1.2M$1.1M$242K
Clients per advisor6042238
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20242024
Tools in their stack–24
People on Advicer.bio354

From each firm's latest Form ADV (Mar 2026, Jul 2026, Jun 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 WealthMontgomery Financial
Client Data Gathering
PreciseFP––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses itUses it
Tax Planning
Wealth.com––Uses it
Website Builders
Squarespace–Uses it–

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