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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+ Southeast Financial Advisors $133M · Greenville, SC+ Safran Wealth Advisors, LLC $132.9M · New York, NY
Cramerton, NC
Chapel Hill, NC
Assets under management$140M$147.1M$133M
Asset growth, last 2 years––+25%
Advisory staff142
Individual clients103755
Assets per client$14M$392K$26.6M
Clients per advisor10943
Main custodian–––
Filing with the SEC since202620242023
Tools in their stack–3–
People on Advicer.bio13–

From each firm's latest Form ADV (Jun 2026, Mar 2026, Apr 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 AdvisorsStructural Solutions LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–