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 Clg LLC (swap one in):+ De Groote Financial Group, LLC $1.22B · Thousand Oaks, CA+ Thepartners Wealth Management $1.18B · Carmel By The Sea, CA+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Brio Financial Group $1.06B · San Francisco, CA
Long Beach, CA
San Francisco, CA
San Diego, CA
Assets under management$1.12B$1.19B$1.2B
Asset growth, last 2 years+40%–+86%
Advisory staff23519
Individual clients1,434412574
Assets per client$784K$2.9M$2.1M
Clients per advisor628230
Main custodianFidelityWells FargoSchwab
Filing with the SEC since201620242018
Tools in their stack–22
People on Advicer.bio23419

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

ToolClg LLCMoment Partners, LLCCentura Wealth Advisory
Client File Sharing
Box––Uses it
CRM
HubSpot––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Clg LLC: Fidelity · Moment Partners, LLC: Wells Fargo · Centura Wealth Advisory: Schwab