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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+ Riverplace Capital Management Inc $267.4M · Jacksonville, FL
Jacksonville, FL
Coral Gables, FL
Winter Park, FL
Assets under management$282.9M$300.1M$265.3M
Asset growth, last 2 years+90%+41%+17%
Advisory staff455
Individual clients1,236238138
Assets per client$229K$1.3M$1.9M
Clients per advisor3094828
Main custodianSEISchwabSchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio453

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

ToolCovingtonalsinaAzzendo Wealth AdvisorsSpraker West Wealth Management, Inc
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Covingtonalsina: SEI · Azzendo Wealth Advisors: Schwab · Spraker West Wealth Management, Inc: Schwab