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 Carnegie Wealth Management LLC (swap one in):+ Retirement Lifestyles Advisory Group $68.3M · Redding, CA+ Summitview Advisors $68.3M+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Ridinger Wealth Management, LLC $61.7M · Vancouver, WA
Assets under management$65M$68.3M$61.7M
Asset growth, last 2 years–––
Advisory staff211
Individual clients1502661
Assets per client$433K$2.6M$1M
Clients per advisor752661
Main custodianAxos Clearing––
Filing with the SEC since202420262026
Tools in their stack––3
People on Advicer.bio1–1

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

ToolCarnegie Wealth Management LLCHfir LLCNextgen Wealth
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Carnegie Wealth Management LLC: Axos Clearing · Hfir LLC: none listed · Nextgen Wealth: none listed