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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 Investment Group (swap one in):+ The Personal Wealth Coach $219.6M · Salado, TX+ Newbridge Wealth Management $219.5M · Bryn Mawr, PA+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ Pmg Wealth Management $198.3M · Hawthorn Woods, IL
Nashville, TN
Williston, VT
Thousand Oaks, CA
Assets under management$209M$219.6M$198.4M
Asset growth, last 2 years–+16%+32%
Advisory staff743
Individual clients144137191
Assets per client$1.5M$1.6M$1M
Clients per advisor213464
Main custodian–FidelitySchwab
Filing with the SEC since202420212018
Tools in their stack123
People on Advicer.bio652

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

ToolCreative Investment GroupCopper Leaf Financial, LLCCedarstone Advisors
Website Builders
SquarespaceUses it––
Wix––Uses it
CRM
Envestnet Tamarac––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
TAMP
Savant Wealth Partners––Uses it

Custodians on Form ADV: Creative Investment Group: none listed · Copper Leaf Financial, LLC: Fidelity, Schwab · Cedarstone Advisors: Schwab