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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 Cunningham Wealth Management (swap one in):+ Old Forge Wealth Management, LLC $99M · Warwick, RI+ Cove Financial Planning, LLC $99M+ Kcs Advisors, LLC $89.5M · Concord, NH+ Bridge Financial Strategies $89.5M · Scottsdale, AZ
Broadview Heights, OH
Boulder, CO
Longmont, CO
Assets under management$94.2M$99M$99M
Asset growth, last 2 years+137%––
Advisory staff432
Individual clients184115175
Assets per client$512K$861K$565K
Clients per advisor463888
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1210
People on Advicer.bio431

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jan 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

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.

ToolCunningham Wealth ManagementInsight, Corp.My Wealth Planners
Advisor Lead Gen
Fee-Only Network––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Business Intelligence/Metrics
AdvisorEconomics––Uses it
Client File Sharing
ShareFileUses it––
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses itUses it
Investment Data/Analytics
YCharts––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
Holistiplan––Uses it
Workflow Support
Trainual––Uses it