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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 Crestmont Private Wealth LLC (swap one in):+ Sculati Wealth Management, LLC $381.5M · Bloomfield Hills, MI+ Landing Point Financial Group $381.3M · Avon, OH+ Rhp Wealth Management $344.8M · Houston, TX+ Crescent Advisor Group, Inc. $344.4M · Plano, TX
Boerne, TX
Dallas, TX
Burr Ridge, IL
Assets under management$363M$384.6M$381.5M
Asset growth, last 2 years+41%−15%+52%
Advisory staff344
Individual clients18650285
Assets per client$2M$7.7M$1.3M
Clients per advisor621371
Main custodianSchwabPershingSchwab
Filing with the SEC since201920152022
Tools in their stack–42
People on Advicer.bio445

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

ToolCrestmont Private Wealth LLCPromus AdvisorsUnique Wealth Strategies
CRM
HubSpot–Uses it–
Salesforce––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Crestmont Private Wealth LLC: Schwab · Promus Advisors: Pershing · Unique Wealth Strategies: Schwab