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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 Covingtonalsina (swap one in):+ Kennon Financial $300M · Sarasota, FL+ Graystone Partners Wealth Management, LLC $297.3M · Tempe, AZ+ Dorado Wealth Management LLC $268.8M+ Spraker West Wealth Management, Inc $265.3M · Winter Park, FL
Jacksonville, FL
Coral Gables, FL
Jacksonville, FL
Assets under management$282.9M$300.1M$267.4M
Asset growth, last 2 years+90%+41%+26%
Advisory staff453
Individual clients1,236238157
Assets per client$229K$1.3M$1.7M
Clients per advisor3094852
Main custodianSEISchwabSchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio452

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

ToolCovingtonalsinaAzzendo Wealth AdvisorsRiverplace Capital Management Inc
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Covingtonalsina: SEI · Azzendo Wealth Advisors: Schwab · Riverplace Capital Management Inc: Schwab