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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+ Tlg Advisors, Inc. $2.3B · Summit, NJ+ Segment Wealth Management, LLC $2.07B · Houston, TX+ Washington Crossing Advisors LLC $2.03B · Morristown, NJ
Martinsville, NJ
Summit, NJ
Scottsdale, AZ
Assets under management$2.18B$2.3B$2.29B
Asset growth, last 2 years+28%−1%+46%
Advisory staff17645
Individual clients8691,4125,086
Assets per client$2.5M$1.6M$450K
Clients per advisor51235113
Main custodianSchwabMorgan StanleySchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack112
People on Advicer.bio17247

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 InvestmentsVerus Capital Partners, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
Envestnet TamaracUses it––
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Condor Capital Wealth Management: Schwab · Rsw Investments: Morgan Stanley, UBS, Merrill · Verus Capital Partners, LLC: Schwab, LPL Financial