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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 Chapman Investment Management, LLC (swap one in):+ Crescent Sterling LTD. $210.2M · Metairie, LA+ Alcosta Capital Management, Inc. $210.2M · San Ramon, CA+ Financial Horizons, Inc. $190M+ Pacific Value, LLC $190M · Boise, ID
Coral Gables, FL
Assets under management$200.1M$210.1M$210.1M
Asset growth, last 2 years+14%+56%+25%
Advisory staff112
Individual clients6224039
Assets per client$3.2M$876K$5.4M
Clients per advisor6224020
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201820222012 or earlier
Tools in their stack131
People on Advicer.bio122

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolChapman Investment Management, LLCAtlantic Family Wealth, LLCMacroclimate LLC
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Website Builders
Squarespace––Uses it
WebflowUses it––
Client File Sharing
Dropbox–Uses it–

Custodians on Form ADV: Chapman Investment Management, LLC: Schwab, U.S. Bank · Atlantic Family Wealth, LLC: LPL Financial · Macroclimate LLC: Schwab