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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 Cumberland Advisors (swap one in):+ Flagship Harbor Advisors, LLC $3.42B · Boston, MA+ Colter Lewis Investment Partners, LLC $3.41B · Greenwich, CT+ Certified Advisory Corp $3.04B · Altamonte Springs, FL+ Mmbg Investment Advisors Co. $2.98B · Miami, FL
Sarasota, FL
Fort Lauderdale, FL
Mobile, AL
Assets under management$3.22B$3.63B$3.4B
Asset growth, last 2 years−5%+39%+37%
Advisory staff182024
Individual clients1,0912,8642,850
Assets per client$2.9M$1.3M$1.2M
Clients per advisor61143119
Main custodianMorgan StanleyRaymond JamesSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack––1
People on Advicer.bio161825

From each firm's latest Form ADV (Feb 2026, Sep 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 AdvisorsLeavell Investment Management, Inc.
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Cumberland Advisors: Morgan Stanley, U.S. Bank, Fidelity, Pershing, Schwab · Provenance Wealth Advisors: Raymond James, Empower · Leavell Investment Management, Inc.: Schwab