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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 City Center Advisors, LLC (swap one in):+ The Bendix Financial Group, Inc. $196.6M · Garden City, NY+ Certified Planners, Inc. $196.6M · San Ramon, CA+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX+ Crossgrain Family Investments, LLC $177.6M
Troy, MI
Grand Rapids, MI
Doylestown, PA
Assets under management$187.1M$197M$177.6M
Asset growth, last 2 years+46%+37%–
Advisory staff732
Individual clients43829093
Assets per client$427K$679K$1.9M
Clients per advisor639747
Main custodianSchwabLPL FinancialInteractive Brokers
Filing with the SEC since20222012 or earlier2024
Tools in their stack2–3
People on Advicer.bio745

From each firm's latest Form ADV (Oct 2026, Jun 2026, Mar 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 ManagementMuntz Financial, LLC
Custodial Platform
Charles SchwabUses it––
Interactive Brokers––Uses it
SEI––Uses it
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: City Center Advisors, LLC: Schwab · Schwallier Wealth Management: LPL Financial · Muntz Financial, LLC: Interactive Brokers, Nationwide Investment Services Corporation, SEI