Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Compass Wealth Advisors $42.8M · Petaluma, CA+ Cornerstone Financial Planning, Inc. $42.8M · Appleton, WI
New York, NY
Seattle, WA
Orland Park, IL
Assets under management$45.1M$47.4M$42.9M
Asset growth, last 2 years+44%––
Advisory staff131
Individual clients322141
Assets per client$1.4M$2.3M$1M
Clients per advisor32741
Main custodianAltruist––
Filing with the SEC since202320262026
Tools in their stack–––
People on Advicer.bio121

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Coastal Wealth Management: Altruist, Pershing · Humanize Wealth: none listed · Tomchaney Investment Services, Inc.: none listed