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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+ Accelerate Retirement $315.4M · Aliso Viejo, CA+ Walker Asset Management, LLC $315.3M
Cedarhurst, NY
Harrison, NY
Norwich, CT
Assets under management$332.4M$350.1M$315.4M
Asset growth, last 2 years+113%+20%+60%
Advisory staff361
Individual clients30647292
Assets per client$11.1M$541K$1.1M
Clients per advisor10108292
Main custodian–SchwabFidelity
Filing with the SEC since202220232012 or earlier
Tools in their stack–32
People on Advicer.bio–52

From each firm's latest Form ADV (May 2026, Sep 2026, Jan 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 LLCThames Financial Management
Client File Sharing
Egnyte–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Central Pine Capital, LLC: none listed · Sykon Capital LLC: Schwab · Thames Financial Management: Fidelity