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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 Covenant Wealth Advisors (swap one in):+ Roehl & Yi Investment Advisors, LLC $959.4M · Eugene, OR+ Leonard Rickey Investment Advisors, P.l.l.c. $958.1M · Yakima, WA+ Gill Capital Partners $862.4M · Denver, CO+ Avenir Corporation $849.3M · Alexandria, VA
Richmond, VA
St. Louis, MO
Houston, TX
Assets under management$909.6M$958M$956.4M
Asset growth, last 2 years+83%+22%+22%
Advisory staff1236
Individual clients522380480
Assets per client$1.7M$2.5M$2M
Clients per advisor4412780
Main custodianFidelitySchwabFidelity
Filing with the SEC since20192012 or earlier2013
Tools in their stack4–2
People on Advicer.bio1346

From each firm's latest Form ADV (May 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.

ToolCovenant Wealth AdvisorsCortland Associates IncMbr Financial
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it–Uses it
Financial Planning
eMoney––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Covenant Wealth Advisors: Fidelity, Schwab · Cortland Associates Inc: Schwab, Robert W. Baird & Co. Incorporated · Mbr Financial: Fidelity