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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):+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Drs Wealth Management $88.5M · Easton, MD+ New West Investment Management, Inc. $80M+ Johnson, Jason L. $80M
Westford, MA
Foxboro, MA
Grants Pass, OR
Assets under management$84.2M$89.1M$80M
Asset growth, last 2 years–––
Advisory staff212
Individual clients200107154
Assets per client$421K$833K$520K
Clients per advisor10010777
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1–4
People on Advicer.bio212

From each firm's latest Form ADV (Mar 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.

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 ManagementRogue Advisors, LLC
Custodial Platform
Altruist––Uses it
Axos––Uses it
Wealthscape (Fidelity)Uses it––
Client Data Gathering
Jotform––Uses it
Schedule Apps
Calendly––Uses it