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 Continuum Wealth Advisors, LLC (swap one in):+ Crestmont Private Wealth LLC $363M · Boerne, TX+ Marketriders $363M · Chesterfield, MO+ Hudson Capital Advisory, Inc. $327.7M · Buffalo, NY+ Financial Decisions, LLC $327.7M · New York, NY
Saratoga Springs, NY
Dublin, OH
Assets under management$345.6M$363M$362.9M
Asset growth, last 2 years+67%–+64%
Advisory staff533
Individual clients328152186
Assets per client$1.1M$2.4M$2M
Clients per advisor665162
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242019
Tools in their stack41–
People on Advicer.bio643

From each firm's latest Form ADV (Jul 2026, Aug 2026, Jan 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.

ToolContinuum Wealth Advisors, LLCLeclair Wealth PartnersRiverpath Investments LLC
Advisor Lead Gen
WealthtenderUses it––
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Prospecting
WealthfeedUses it––
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Continuum Wealth Advisors, LLC: Schwab · Leclair Wealth Partners: none listed · Riverpath Investments LLC: Schwab, John Hancock Distributors LLC