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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):+ Petros Family Wealth, LLC $341.6M · Bloomington, MN+ Dhody Investment Group $341.4M · Miami Beach, FL+ Synergy Financial Partners, LLC $308.7M · Denver, CO+ New Perspectives, Inc. $308.7M · Ridgeland, MS
Lake Wylie, SC
Oak Brook, IL
Manhattan Beach, CA
Assets under management$325.1M$341.5M$341.6M
Asset growth, last 2 years+57%+29%+54%
Advisory staff323
Individual clients257406156
Assets per client$1.3M$841K$2.2M
Clients per advisor8620352
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20222022
Tools in their stack––1
People on Advicer.bio322

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

ToolCatawba River CapitalErgawealth Advisors, Inc.Second 50 Financial
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Catawba River Capital: Fidelity · Ergawealth Advisors, Inc.: Schwab · Second 50 Financial: Schwab