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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):+ Vanderbilt Advisory Services $2.11B · Woodbury, NY+ Transamerica Financial Advisors, LLC $2.11B · Philadelphia, PA+ Blue Chip Partners, LLC $1.88B · Farmington Hills, MI+ C2 Private Wealth $1.82B · Novi, MI
Holland, MI
Northville, MI
Indianapolis, IN
Assets under management$2B$2.17B$2.11B
Asset growth, last 2 years+18%+28%+2%
Advisory staff201010
Individual clients863775578
Assets per client$2.3M$2.8M$3.6M
Clients per advisor437858
Main custodianPershingSchwabSchwab
Filing with the SEC since20142012 or earlier2015
Tools in their stack211
People on Advicer.bio201013

From each firm's latest Form ADV (Aug 2026, Apr 2026, Sep 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 CounselorsElser Financial Planning, Inc.
CRM
Envestnet Tamarac–Uses itUses it
SS&C Black DiamondUses it––
Custodial Platform
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Captrust Wealth Advisors: Pershing, Wells Fargo · Sigma Investment Counselors: Schwab, Fidelity · Elser Financial Planning, Inc.: Schwab