Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 City Center Advisors, LLC (swap one in):+ Bradley Wealth LLC $196.7M · Scottsdale, AZ+ The Bendix Financial Group, Inc. $196.6M · Garden City, NY+ Muntz Financial, LLC $177.6M · Doylestown, PA+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX
Troy, MI
Grand Rapids, MI
San Ramon, CA
Assets under management$187.1M$197M$196.6M
Asset growth, last 2 years+46%+37%+32%
Advisory staff732
Individual clients438290186
Assets per client$427K$679K$1.1M
Clients per advisor639793
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio742

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

ToolCity Center Advisors, LLCSchwallier Wealth ManagementCertified Planners, Inc.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: City Center Advisors, LLC: Schwab · Schwallier Wealth Management: LPL Financial · Certified Planners, Inc.: Schwab