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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 Clg LLC (swap one in):+ Centura Wealth Advisory $1.2B · San Diego, CA+ Thepartners Wealth Management $1.18B · Carmel By The Sea, CA+ Brio Financial Group $1.06B · San Francisco, CA+ Morling Financial Advisors, LLC $1.05B · Fremont, CA
Long Beach, CA
San Francisco, CA
Pasadena, CA
Assets under management$1.12B$1.19B$1.06B
Asset growth, last 2 years+40%–+46%
Advisory staff2352
Individual clients1,434412459
Assets per client$784K$2.9M$2.3M
Clients per advisor6282230
Main custodianFidelityWells FargoPershing
Filing with the SEC since201620242012 or earlier
Tools in their stack–21
People on Advicer.bio2344

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, LLCSchnieders Capital Management, LLC.
Website Builders
Squarespace–Uses it–
Wix––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Clg LLC: Fidelity · Moment Partners, LLC: Wells Fargo · Schnieders Capital Management, LLC.: Pershing, Schwab