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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 Counterweight Private Wealth (swap one in):+ Sound Financial Strategies Group, LLC $217.7M · Madison, MS+ Parker Financial Advisors LLC $217.6M · Houston, TX+ Smith Partners Wealth Management, LLC $196.1M · Greensboro, NC+ Frazier Financial Consultants, LLC $196M · Chapel Hill, NC
Wilmington, NC
Durham, NC
Chapel Hill, NC
Assets under management$207.2M$218.2M$196.2M
Asset growth, last 2 years+51%+86%+60%
Advisory staff243
Individual clients87135103
Assets per client$2.4M$1.6M$1.9M
Clients per advisor443434
Main custodianFidelitySchwabFidelity
Filing with the SEC since202320212022
Tools in their stack22–
People on Advicer.bio233

From each firm's latest Form ADV (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.

ToolCounterweight Private WealthIntegrated Wealthcare, LLCAmphora Wealth Management, LLC
CRM
HubSpotUses it––
Financial Planning
eMoneyUses itUses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Counterweight Private Wealth: Fidelity · Integrated Wealthcare, LLC: Schwab · Amphora Wealth Management, LLC: Fidelity, Schwab