Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Elevation Wealth Partners LLC $219.6M+ The Personal Wealth Coach $219.6M · Salado, TX+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ Cedarstone Advisors $198.4M · Thousand Oaks, CA
Nashville, TN
Williston, VT
Bryn Mawr, PA
Assets under management$209M$219.6M$219.5M
Asset growth, last 2 years–+16%+91%
Advisory staff743
Individual clients144137150
Assets per client$1.5M$1.6M$1.5M
Clients per advisor213450
Main custodian–Fidelity–
Filing with the SEC since202420212022
Tools in their stack122
People on Advicer.bio653

From each firm's latest Form ADV (Jun 2026, Feb 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, LLCNewbridge Wealth Management
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Creative Investment Group: none listed · Copper Leaf Financial, LLC: Fidelity, Schwab · Newbridge Wealth Management: none listed