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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 Connecticut Wealth Management, LLC (swap one in):+ Coastal Bridge Advisors $5.02B · Westport, CT+ Jfs Wealth Advisors, LLC $4.73B · Hermitage, PA+ Clinton Investment Management, LLC $3.91B · Stamford, CT+ Voya Financial Advisors, Inc. $3.87B · Windsor, CT
Farmington, CT
Stamford, CT
Glastonbury, CT
Assets under management$4.48B$4.97B$4.73B
Asset growth, last 2 years+41%−56%−20%
Advisory staff46285
Individual clients1,3034,4128,476
Assets per client$3.4M$1.1M$558K
Clients per advisor281581,695
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack4–2
People on Advicer.bio503123

From each firm's latest Form ADV (May 2026, Jul 2026, Sep 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.

ToolConnecticut Wealth Management, LLCNorthcoast Asset Management LLCSymmetry Partners
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Advisor Lead Gen
SmartAssetUses it––
CRM
HubSpot––Uses it
Financial Planning
eMoneyUses it––
TAMP
Symmetry Partners––Uses it

Custodians on Form ADV: Connecticut Wealth Management, LLC: Fidelity, Schwab · Northcoast Asset Management LLC: Pershing, Schwab · Symmetry Partners: Schwab, Axos Clearing, Alerus Financial , N.a.