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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 Certitude Advisors, LLC (swap one in):+ Chacon Diaz & Di Virgilio Wealth Management, LLC $90.3M · Gainesville, FL+ Capital Advisory Services, LLC $90.3M · West Chester, OH+ Desert Capital Advisors, LLC $81.6M · Henderson, NV+ Astute Financial, LLC $81.6M · Rapid City, SD
Northfield, IL
Chicago, IL
Walnut Creek, CA
Assets under management$86M$90.6M$90.3M
Asset growth, last 2 years−1%––
Advisory staff443
Individual clients93192160
Assets per client$924K$472K$564K
Clients per advisor234853
Main custodian–––
Filing with the SEC since201420262026
Tools in their stack111
People on Advicer.bio243

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

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.

ToolCertitude Advisors, LLCBayworth CapitalMonvia Financial L.p.
Custodial Platform
Raymond JamesUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–