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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 Condor Capital Wealth Management (swap one in):+ Willow Creek Wealth Management, Inc. $2.3B · Sebastopol, CA+ Verus Capital Partners, LLC $2.29B · Scottsdale, AZ+ Segment Wealth Management, LLC $2.07B · Houston, TX+ Washington Crossing Advisors LLC $2.03B · Morristown, NJ
Martinsville, NJ
Summit, NJ
Summit, NJ
Assets under management$2.18B$2.3B$2.3B
Asset growth, last 2 years+28%−1%+38%
Advisory staff176155
Individual clients8691,4125,018
Assets per client$2.5M$1.6M$458K
Clients per advisor5123532
Main custodianSchwabMorgan StanleySEI
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack11–
People on Advicer.bio172309

From each firm's latest Form ADV (Jul 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

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.

ToolCondor Capital Wealth ManagementRsw InvestmentsTlg Advisors, Inc.
CRM
Envestnet TamaracUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Condor Capital Wealth Management: Schwab · Rsw Investments: Morgan Stanley, UBS, Merrill · Tlg Advisors, Inc.: SEI, Fidelity, Pershing, Schwab