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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 Crawford Investment Counsel Inc (swap one in):+ Asset Preservation Advisors, LLC $11.05B · Atlanta, GA+ Harbour Investments, Inc. $9.6B · Madison, WI+ Synovus Securities, Inc. $8.45B · Columbus, GA+ Nicholas Hoffman & Company, LLC $8.26B · Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Assets under management$9.14B$10.6B$9.68B
Asset growth, last 2 years+18%+55%+34%
Advisory staff2724750
Individual clients1,94312,4261,891
Assets per client$4.7M$853K$5.1M
Clients per advisor725038
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio2225549

From each firm's latest Form ADV (Mar 2026, Oct 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.

ToolCrawford Investment Counsel IncAdvisory Services NetworkSignaturefd, LLC
CRM
HubSpot––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Crawford Investment Counsel Inc: Fidelity, Schwab · Advisory Services Network: none listed · Signaturefd, LLC: Schwab, Fidelity