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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 Coastal Wealth Management (swap one in):+ Cropsey Asset Management, LLC $47.4M+ Freedom Wealth Management LLC $47.4M · Spokane, WA+ Tomchaney Investment Services, Inc. $42.9M · Orland Park, IL+ Compass Wealth Advisors $42.8M · Petaluma, CA
New York, NY
Seattle, WA
Austin, TX
Assets under management$45.1M$47.4M$47.4M
Asset growth, last 2 years+44%––
Advisory staff135
Individual clients322178
Assets per client$1.4M$2.3M$607K
Clients per advisor32716
Main custodianAltruist––
Filing with the SEC since202320262026
Tools in their stack––1
People on Advicer.bio127

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

ToolCoastal Wealth ManagementHumanize Wealth57 West Capital Advisors, Inc.
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Coastal Wealth Management: Altruist, Pershing · Humanize Wealth: none listed · 57 West Capital Advisors, Inc.: none listed