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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+ Cedarstone Advisors $198.4M · Thousand Oaks, CA
Nashville, TN
Williston, VT
Hawthorn Woods, IL
Assets under management$209M$219.6M$198.3M
Asset growth, last 2 years–+16%+43%
Advisory staff744
Individual clients144137443
Assets per client$1.5M$1.6M$448K
Clients per advisor2134111
Main custodian–FidelityLPL Financial
Filing with the SEC since202420212021
Tools in their stack12–
People on Advicer.bio654

From each firm's latest Form ADV (Jun 2026, Feb 2026, May 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, LLCPmg Wealth Management
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

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