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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 Catawba River Capital (swap one in):+ Second 50 Financial $341.6M · Manhattan Beach, CA+ Petros Family Wealth, LLC $341.6M · Bloomington, MN+ Synergy Financial Partners, LLC $308.7M · Denver, CO+ New Perspectives, Inc. $308.7M · Ridgeland, MS
Lake Wylie, SC
Oak Brook, IL
Miami Beach, FL
Assets under management$325.1M$341.5M$341.4M
Asset growth, last 2 years+57%+29%+48%
Advisory staff323
Individual clients25740622
Assets per client$1.3M$841K$15.5M
Clients per advisor862037
Main custodianFidelitySchwabRaymond James
Filing with the SEC since2012 or earlier20222022
Tools in their stack–––
People on Advicer.bio323

From each firm's latest Form ADV (Feb 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

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

Custodians on Form ADV: Catawba River Capital: Fidelity · Ergawealth Advisors, Inc.: Schwab · Dhody Investment Group: Raymond James