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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 Charter Capital Management, Inc (swap one in):+ The Pines Wealth Management, LLC $485.9M · Southern Pines, NC+ Nwk Group $485.3M · San Francisco, CA+ Dickmeyer Boyce Financial Management, Inc $438.5M · Fort Wayne, IN+ Hendley & Co. Inc. $438.2M · Zanesville, OH
Brookfield, WI
Kiawah Island, SC
Assets under management$462.2M$485.7M$438.9M
Asset growth, last 2 years+63%+11%+33%
Advisory staff422
Individual clients3624467
Assets per client$1.3M$11M$6.6M
Clients per advisor912234
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio422

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

ToolCharter Capital Management, IncThe Cavanaugh Group IncSimplyrich
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Charter Capital Management, Inc: Fidelity · The Cavanaugh Group Inc: none listed · Simplyrich: Schwab