Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Management, LLC (swap one in):+ Bmo Nesbitt Burns Securities LTD. $1.2B · Toronto, Ontario+ Baron Silver Stevens Financial Advisors, LLC $1.2B · Boca Raton, FL+ Summit Asset Management LLC $1.08B · Memphis, TN+ Mcguire Wealth Management $1.06B · Wakefield, RI
West Warwick, RI
San Diego, CA
Augusta, GA
Assets under management$1.14B$1.2B$1.2B
Asset growth, last 2 years+33%+86%+75%
Advisory staff9198
Individual clients6035741,940
Assets per client$1.9M$2.1M$616K
Clients per advisor6730243
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–22
People on Advicer.bio12198

From each firm's latest Form ADV (Jul 2026, Sep 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 Management, LLCCentura Wealth AdvisoryRichard Young Advisors
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Capital Wealth Management, LLC: Schwab · Centura Wealth Advisory: Schwab · Richard Young Advisors: Schwab