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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 Collaborative Wealth Advisors, LLC (swap one in):+ Prolific Solutions $88.5M · New York, NY+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Rogue Advisors, LLC $80M · Grants Pass, OR+ Palisade Financial $80M
Westford, MA
Foxboro, MA
Easton, MD
Assets under management$84.2M$89.1M$88.5M
Asset growth, last 2 years–––
Advisory staff212
Individual clients200107160
Assets per client$421K$833K$553K
Clients per advisor10010780
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1––
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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.

ToolCollaborative Wealth Advisors, LLCDodge Wealth ManagementDrs Wealth Management
Custodial Platform
Wealthscape (Fidelity)Uses it––