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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 Cary Street Partners Asset Management (swap one in):+ Triune Financial Partners, LLC $1.52B · Overland Park, KS+ Tamar Securities, LLC $1.52B · Woodland Hills, CA+ Lji Wealth Management, LLC $1.37B · Indianapolis, IN+ The Planning Center, Inc. $1.37B · Moline, IL
Richmond, VA
Richmond, VA
Richmond, VA
Assets under management$1.45B$1.56B$1.54B
Asset growth, last 2 years−2%+24%+55%
Advisory staff81313
Individual clients1,804747266
Assets per client$803K$2.1M$5.8M
Clients per advisor2265720
Main custodianWells FargoSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio6147

From each firm's latest Form ADV (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

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.

ToolCary Street Partners Asset ManagementGodsey & Gibb Wealth ManagementWealthcrossing
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Cary Street Partners Asset Management: Wells Fargo, Schwab · Godsey & Gibb Wealth Management: Schwab · Wealthcrossing: Schwab