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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 Carnegie Wealth Management LLC (swap one in):+ Caruso and Company, P.a., Certified Public Accountants $68.4M · Deerfield Beach, FL+ Retirement Lifestyles Advisory Group $68.3M · Redding, CA+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Nextgen Wealth $61.7M
Assets under management$65M$68.3M$68.3M
Asset growth, last 2 years–––
Advisory staff211
Individual clients1502693
Assets per client$433K$2.6M$734K
Clients per advisor752693
Main custodianAxos Clearing––
Filing with the SEC since202420262026
Tools in their stack–––
People on Advicer.bio1–1

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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