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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 Crews & Associates, Inc. (swap one in):+ Mjc Advisors, LLC $190.3M+ Clutinger Williams & Verhoye Inc $190.2M · San Diego, CA+ Mcintyre, Freedman & Flynn Investment Advisers, Inc. $172M · Orleans, MA+ Pinnacle Portfolio Advisors $171.9M
Little Rock, AR
Pensacola, FL
Berkeley, CA
Assets under management$181.1M$190.3M$172M
Asset growth, last 2 years+61%+31%+22%
Advisory staff1824
Individual clients32632355
Assets per client$555K$589K$3.1M
Clients per advisor1816214
Main custodianPershing–Schwab
Filing with the SEC since20232012 or earlier2015
Tools in their stack11–
People on Advicer.bio3423

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

ToolCrews & Associates, Inc.Armada AdvisorsClayton Partners LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–

Custodians on Form ADV: Crews & Associates, Inc.: Pershing · Armada Advisors: none listed · Clayton Partners LLC: Schwab, J.P. Morgan