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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 Chesapeake Financial Advisors (swap one in):+ Centerline Wealth Advisors, LLC $326M · Louisville, KY+ Lifeplan Group $326M · Raleigh, NC+ Bright Futures Wealth Management, LLC $294.5M · Webster, NY+ Estate Management Counselors,LLC $294.3M · Atlanta, GA
Towson, MD
Glen Echo, MD
Houston, TX
Assets under management$310.1M$326.6M$325.7M
Asset growth, last 2 years+61%+52%+9%
Advisory staff732
Individual clients268297159
Assets per client$1.2M$1.1M$2M
Clients per advisor389980
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20172012 or earlier2020
Tools in their stack322
People on Advicer.bio232

From each firm's latest Form ADV (Aug 2026, Apr 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.

ToolChesapeake Financial AdvisorsLaw & Associates IncPatron Partners, LLC
Custodial Platform
Charles SchwabUses it––
Raymond James–Uses it–
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Chesapeake Financial Advisors: Schwab · Law & Associates Inc: Raymond James · Patron Partners, LLC: Schwab