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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 Crewe Advisors (swap one in):+ Evensky & Katz/Foldes Wealth Management $3.21B · Coral Gables, FL+ Principle Wealth $3.2B · Madison, CT+ Fort Point Capital Partners LLC $2.89B · San Francisco, CA+ Smith Salley Wealth Management $2.89B · Greensboro, NC
Salt Lake City, UT
Portland, OR
Sarasota, FL
Assets under management$3.05B$3.21B$3.22B
Asset growth, last 2 years+88%−29%−5%
Advisory staff1617118
Individual clients5144,3681,091
Assets per client$5.9M$734K$2.9M
Clients per advisor322661
Main custodianSchwabPershingMorgan Stanley
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio2617816

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

ToolCrewe AdvisorsM Holdings Securities, Inc.Cumberland Advisors
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Crewe Advisors: Schwab, Fidelity · M Holdings Securities, Inc.: Pershing, Schwab · Cumberland Advisors: Morgan Stanley, U.S. Bank, Fidelity, Pershing, Schwab