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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 Commonwealth Financial Services (swap one in):+ Manchester Financial Inc $1.05B · Westlake Village, CA+ Paragon Financial Advisors $1.05B · College Station, TX+ Lafayette Investments, Inc. $942.8M · Ashton, MD+ Ashford Advisors, LLC $942.7M · Pittsford, NY
Vienna, WV
Los Altos, CA
Assets under management$994.7M$1.05B$941.7M
Asset growth, last 2 years+53%+38%+59%
Advisory staff1338
Individual clients2,21671525
Assets per client$449K$14.7M$1.8M
Clients per advisor1702466
Main custodianSchwabSchwabFidelity
Filing with the SEC since20232012 or earlier2017
Tools in their stack425
People on Advicer.bio1729

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

ToolCommonwealth Financial ServicesThree Bridge Wealth AdvisorsEq Wealth Management
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it–Uses it
Portfolio Management
Envestnet––Uses it
OrionUses it––
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Commonwealth Financial Services: Schwab, Fidelity · Three Bridge Wealth Advisors: Schwab · Eq Wealth Management: Fidelity