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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 Cliveden Capital Management, LLC (swap one in):+ Rabe Investment Consulting Group $147.3M · Richfield, OH+ Elite Life Management LLC $147M · Erie, PA+ Structural Solutions LLC $133M · Chapel Hill, NC+ Southeast Financial Advisors $133M · Greenville, SC
Cramerton, NC
Staten Island, NY
Assets under management$140M$147.1M$147.4M
Asset growth, last 2 years––+46%
Advisory staff1425
Individual clients10375552
Assets per client$14M$392K$267K
Clients per advisor109422
Main custodian––Hilltop Securities Inc.
Filing with the SEC since202620242017
Tools in their stack–3–
People on Advicer.bio1331

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

ToolCliveden Capital Management, LLCWealthpoint AdvisorsChelsea Advisory Services, Inc
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Cliveden Capital Management, LLC: none listed · Wealthpoint Advisors: none listed · Chelsea Advisory Services, Inc: Hilltop Securities Inc.