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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 CGN Advisors, LLC (swap one in):+ Caliber Wealth Management, LLC $1.76B · Overland Park, KS+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Townsend $1.52B · Westminster, CO+ Sunesis Advisors, LLC $1.48B · Overland Park, KS
Manhattan, KS
London
Hoffman Estates, IL
Assets under management$1.6B$1.68B$1.68B
Asset growth, last 2 years+41%+37%+36%
Advisory staff361315
Individual clients1,281101889
Assets per client$1.2M$16.7M$1.9M
Clients per advisor36859
Main custodianSchwabLombard OdierSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack1–1
People on Advicer.bio37–15

From each firm's latest Form ADV (Oct 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

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.

ToolCGN Advisors, LLCNevastar Finance LTDClearwater Capital Partners
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: CGN Advisors, LLC: Schwab · Nevastar Finance LTD: Lombard Odier, UBS · Clearwater Capital Partners: Schwab