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 Cumberland Advisors (swap one in):+ Flagship Harbor Advisors, LLC $3.42B · Boston, MA+ Leavell Investment Management, Inc. $3.4B · Mobile, AL+ Certified Advisory Corp $3.04B · Altamonte Springs, FL+ Mmbg Investment Advisors Co. $2.98B · Miami, FL
Sarasota, FL
Fort Lauderdale, FL
Greenwich, CT
Assets under management$3.22B$3.63B$3.41B
Asset growth, last 2 years−5%+39%+132%
Advisory staff182012
Individual clients1,0912,864130
Assets per client$2.9M$1.3M$26.2M
Clients per advisor6114311
Main custodianMorgan StanleyRaymond JamesJ.P. Morgan
Filing with the SEC since2012 or earlier20182018
Tools in their stack––2
People on Advicer.bio16184

From each firm's latest Form ADV (Feb 2026, Sep 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.

ToolCumberland AdvisorsProvenance Wealth AdvisorsColter Lewis Investment Partners, LLC
Performance Reporting
Addepar––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Cumberland Advisors: Morgan Stanley, U.S. Bank, Fidelity, Pershing, Schwab · Provenance Wealth Advisors: Raymond James, Empower · Colter Lewis Investment Partners, LLC: J.P. Morgan, Schwab, Fidelity