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 Complete View Financial LLC (swap one in):+ Comprehensive Investment Management, LLC $57.3M+ Owl and Ore Wealth Planning $57.3M · Pleasant Hill, CA+ 9i Capital Group LLC $51.7M+ Alpine Asset Management $51.7M · Zephyr Cove, NV
Cincinnati, OH
Brentwood, TN
Assets under management$54.5M$57.2M$57.2M
Asset growth, last 2 years–+7%–
Advisory staff122
Individual clients34709
Assets per client$1.6M$817K$6.4M
Clients per advisor34355
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack5–3
People on Advicer.bio12–

From each firm's latest Form ADV (Feb 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

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.

ToolComplete View Financial LLCNottinghill Investment Advisers, LTDCanterbury Tollgate
Financial Planning
Envestnet MoneyGuideUses it––
RightCapital (Right Capital)Uses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
Client File Sharing
Dropbox––Uses it
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
UpContent––Uses it
Website Builders
Wix––Uses it