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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 Creative Financial Designs, Inc. (swap one in):+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Winthrop Wealth $3.1B · Boston, MA+ Titleist Asset Management $2.79B · San Antonio, TX+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA
Kokomo, IN
Houston, TX
Boston, MA
Assets under management$2.94B$3.1B$3.1B
Asset growth, last 2 years+41%+60%−53%
Advisory staff1551136
Individual clients10,4773361,024
Assets per client$281K$9.2M$3M
Clients per advisor683128
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–1–
People on Advicer.bio162880

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

ToolCreative Financial Designs, Inc.Eagle Global Advisors LLCSvb Wealth
Digital Marketing
Mailchimp–Uses it–

Custodians on Form ADV: Creative Financial Designs, Inc.: Fidelity, Schwab · Eagle Global Advisors LLC: Fidelity, U.S. Bank, SEI · Svb Wealth: Fidelity, Schwab, Boston Private Bank & Trust