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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 Clean Yield Asset Management (swap one in):+ Aton Financial LLC $600.9M · San Juan, PR+ Chj Wealth Management $600.2M · The Woodlands, TX+ Beacon Investment Advisors LLC $541.9M · Gaithersburg, MD+ Tandem Financial, LLC $541.8M · Greenwood Village, CO
Norwich, VT
Mclean, VA
Glen Mills, PA
Assets under management$571.2M$600.5M$542.4M
Asset growth, last 2 years+12%+87%+28%
Advisory staff884
Individual clients246368452
Assets per client$2.3M$1.6M$1.2M
Clients per advisor3146113
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack13–
People on Advicer.bio6126

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.

ToolClean Yield Asset ManagementOlio Financial PlanningCommon Cents Planning
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Clean Yield Asset Management: Schwab · Olio Financial Planning: Schwab · Common Cents Planning: Fidelity