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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 Investment Advisors (swap one in):+ Panoramic Capital Partners LLC $392.7M · Lake Oswego, OR+ Darrow Wealth Management $392.4M · Needham, MA+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ Hanover Advisors, Inc $354.9M · Seneca, SC
Washington D.c., DC
Englewood, FL
Matthews, NC
Assets under management$373.6M$392.4M$392.4M
Asset growth, last 2 years+20%+60%+87%
Advisory staff558
Individual clients428712266
Assets per client$873K$551K$1.5M
Clients per advisor8614233
Main custodianAssetMarkSchwabSchwab
Filing with the SEC since201720192021
Tools in their stack–31
People on Advicer.bio657

From each firm's latest Form ADV (Sep 2026, Feb 2026, Oct 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 Investment AdvisorsSchorn WealthFamily Wealth Partners, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Capital Investment Advisors: AssetMark, Pershing · Schorn Wealth: Schwab · Family Wealth Partners, LLC: Schwab