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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 Wealth Alliance, LLC (swap one in):+ Thames Financial Management $315.4M · Norwich, CT+ Walker Asset Management, LLC $315.3M+ Oaktrust Wealth Advisors, LLC $285M+ Tencap Wealth Coaching $285M · South Jordan, UT
Scottsdale, AZ
Aliso Viejo, CA
Westport, CT
Assets under management$300.3M$315.4M$285.1M
Asset growth, last 2 years+27%+82%+40%
Advisory staff3312
Individual clients348482111
Assets per client$863K$654K$2.6M
Clients per advisor1161656
Main custodianRaymond JamesFidelitySchwab
Filing with the SEC since201820232012 or earlier
Tools in their stack11–
People on Advicer.bio3322

From each firm's latest Form ADV (Aug 2026, Oct 2026, Feb 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 Wealth Alliance, LLCAccelerate RetirementAyrshire Capital Management LLC
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Capital Wealth Alliance, LLC: Raymond James · Accelerate Retirement: Fidelity, Schwab · Ayrshire Capital Management LLC: Schwab, Fidelity