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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 Captrust Wealth Advisors (swap one in):+ Elser Financial Planning, Inc. $2.11B · Indianapolis, IN+ Transamerica Financial Advisors, LLC $2.11B · Philadelphia, PA+ Sp Asset Management LLC $1.9B · Cupertino, CA+ C2 Private Wealth $1.82B · Novi, MI
Holland, MI
Northville, MI
Farmington Hills, MI
Assets under management$2B$2.17B$1.88B
Asset growth, last 2 years+18%+28%+47%
Advisory staff201018
Individual clients8637751,001
Assets per client$2.3M$2.8M$1.9M
Clients per advisor437856
Main custodianPershingSchwabRaymond James
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack214
People on Advicer.bio201019

From each firm's latest Form ADV (Aug 2026, Apr 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.

ToolCaptrust Wealth AdvisorsSigma Investment CounselorsBlue Chip Partners, LLC
CRM
Envestnet Tamarac–Uses itUses it
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)Uses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Captrust Wealth Advisors: Pershing, Wells Fargo · Sigma Investment Counselors: Schwab, Fidelity · Blue Chip Partners, LLC: Raymond James, Schwab