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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):+ Colter Lewis Investment Partners, LLC $3.41B · Greenwich, CT+ Leavell Investment Management, Inc. $3.4B · Mobile, AL+ Crewe Advisors $3.05B · Salt Lake City, UT+ Certified Advisory Corp $3.04B · Altamonte Springs, FL
Sarasota, FL
Fort Lauderdale, FL
Miami, FL
Assets under management$3.22B$3.63B$2.98B
Asset growth, last 2 years−5%+39%+73%
Advisory staff18209
Individual clients1,0912,864137
Assets per client$2.9M$1.3M$21.8M
Clients per advisor6114315
Main custodianMorgan StanleyRaymond JamesMorgan Stanley
Filing with the SEC since2012 or earlier20182016
Tools in their stack–––
People on Advicer.bio16187

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Cumberland Advisors: Morgan Stanley, U.S. Bank, Fidelity, Pershing, Schwab · Provenance Wealth Advisors: Raymond James, Empower · Mmbg Investment Advisors Co.: Morgan Stanley, J.P. Morgan, UBS, Pershing