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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 Ccm Investment Advisers, LLC (swap one in):+ Provenio Capital $1.63B · Newport Beach, CA+ Tom Johnson Investment Management, LLC $1.63B · Oklahoma City, OK+ Hhm Wealth Advisors, LLC $1.47B · Chattanooga, TN+ Apollon Financial, LLC $1.45B · Mount Pleasant, SC
Columbia, SC
Lancaster, PA
Wilton, CT
Assets under management$1.55B$1.63B$1.63B
Asset growth, last 2 years+74%+22%+127%
Advisory staff81012
Individual clients873994786
Assets per client$1.8M$1.6M$2.1M
Clients per advisor1099966
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–34
People on Advicer.bio81218

From each firm's latest Form ADV (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

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.

ToolCcm Investment Advisers, LLCRodgers & AssociatesTrivium Point Advisory, LLC
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
Salesforce––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
AssetBook–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Ccm Investment Advisers, LLC: Schwab, Pershing, Wells Fargo · Rodgers & Associates: Schwab, Fidelity · Trivium Point Advisory, LLC: Schwab, Pershing