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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):+ Chelsea Advisory Services, Inc $147.4M · Staten Island, NY+ Rabe Investment Consulting Group $147.3M · Richfield, OH+ Structural Solutions LLC $133M · Chapel Hill, NC+ Southeast Financial Advisors $133M · Greenville, SC
Cramerton, NC
Erie, PA
Assets under management$140M$147.1M$147M
Asset growth, last 2 years––+66%
Advisory staff144
Individual clients1037586
Assets per client$14M$392K$1.7M
Clients per advisor109422
Main custodian––Schwab
Filing with the SEC since202620242022
Tools in their stack–31
People on Advicer.bio134

From each firm's latest Form ADV (Jun 2026, Mar 2026, Nov 2025). 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 AdvisorsElite Life Management LLC
Custodial Platform
Charles Schwab–Uses itUses 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 · Elite Life Management LLC: Schwab