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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):+ Tlg Advisors, Inc. $2.3B · Summit, NJ+ Verus Capital Partners, LLC $2.29B · Scottsdale, AZ+ Segment Wealth Management, LLC $2.07B · Houston, TX+ Tortoise Investment Management, LLC $2.07B · White Plains, NY
Martinsville, NJ
Summit, NJ
Morristown, NJ
Assets under management$2.18B$2.3B$2.03B
Asset growth, last 2 years+28%−1%+4%
Advisory staff1765
Individual clients8691,4123,152
Assets per client$2.5M$1.6M$644K
Clients per advisor51235630
Main custodianSchwabMorgan StanleyStifel
Filing with the SEC since2012 or earlier20192016
Tools in their stack111
People on Advicer.bio1724

From each firm's latest Form ADV (Jul 2026, Mar 2026, Apr 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 InvestmentsWashington Crossing Advisors LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Stifel––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Condor Capital Wealth Management: Schwab · Rsw Investments: Morgan Stanley, UBS, Merrill · Washington Crossing Advisors LLC: Stifel