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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):+ Family Wealth Partners, LLC $392.4M · Matthews, NC+ 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
Lake Oswego, OR
Assets under management$373.6M$392.4M$392.7M
Asset growth, last 2 years+20%+60%–
Advisory staff556
Individual clients428712159
Assets per client$873K$551K$2.5M
Clients per advisor8614227
Main custodianAssetMarkSchwabSchwab
Filing with the SEC since201720192024
Tools in their stack–33
People on Advicer.bio656

From each firm's latest Form ADV (Sep 2026, Feb 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 Investment AdvisorsSchorn WealthPanoramic Capital Partners LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
Envestnet MoneyGuide–Uses it–
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Wix–Uses it–

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