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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 Chevron Financial (swap one in):+ Capital Advisors Wealth Management, LLC $14.4M+ Cor3 Investment Partners, LLC $14.4M+ Private Capital Asset Management LLC $13M · Darien, CT+ Hoskin Capital $13M
Mexico City
Assets under management$13.7M$14.4M$14.4M
Asset growth, last 2 years–+4,019%–
Advisory staff111
Individual clients2422017
Assets per client$570K$65K$845K
Clients per advisor2422017
Main custodian–––
Filing with the SEC since202620232026
Tools in their stack3–4
People on Advicer.bio1–1

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

ToolChevron FinancialNetworth CapitalSimaris Financial
Custodial Platform
AltruistUses it––
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Portfolio Management
Capitect––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Wix––Uses it