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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 Central Pine Capital, LLC (swap one in):+ Empower Wealth Management $349.3M · Cedar Park, TX+ Fwg Investments, LLC $349M · Lexington, KY+ Thames Financial Management $315.4M · Norwich, CT+ Accelerate Retirement $315.4M · Aliso Viejo, CA
Cedarhurst, NY
Harrison, NY
Fort Lauderdale, FL
Assets under management$332.4M$350.1M$349.3M
Asset growth, last 2 years+113%+20%+135%
Advisory staff366
Individual clients306471,187
Assets per client$11.1M$541K$294K
Clients per advisor10108198
Main custodian–SchwabStonex Financial Inc.
Filing with the SEC since202220232021
Tools in their stack–31
People on Advicer.bio–56

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

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.

ToolCentral Pine Capital, LLCSykon Capital LLCAragon Capital LLC
Client File Sharing
Egnyte–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Central Pine Capital, LLC: none listed · Sykon Capital LLC: Schwab · Aragon Capital LLC: Stonex Financial Inc., Interactive Brokers, Schwab