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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):+ Aragon Capital LLC $349.3M · Fort Lauderdale, FL+ Fwg Investments, LLC $349M · Lexington, KY+ Thames Financial Management $315.4M · Norwich, CT+ Accelerate Retirement $315.4M · Aliso Viejo, CA
Cedarhurst, NY
Harrison, NY
Cedar Park, TX
Assets under management$332.4M$350.1M$349.3M
Asset growth, last 2 years+113%+20%+139%
Advisory staff368
Individual clients30647551
Assets per client$11.1M$541K$634K
Clients per advisor1010869
Main custodian–SchwabSchwab
Filing with the SEC since202220232020
Tools in their stack–32
People on Advicer.bio–58

From each firm's latest Form ADV (May 2026, Sep 2026, Aug 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 LLCEmpower Wealth Management
Client File Sharing
Egnyte–Uses it–
CRM
LeadCenter.AI––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Central Pine Capital, LLC: none listed · Sykon Capital LLC: Schwab · Empower Wealth Management: Schwab