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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 Custos Family Office LLC (swap one in):+ Sebold Capital Management, Inc $364.3M · Lisle, IL+ Synergy Fg $364.2M+ Benchmark Investment Advisors LLC $329.2M · Chicago, IL+ Wealth Management Cpas, LLC $329.2M · Salt Lake City, UT
Coral Gables, FL
Toledo, OH
Assets under management$346.6M$364M$363.9M
Asset growth, last 2 years−35%+26%+71%
Advisory staff226
Individual clients67308780
Assets per client$5.2M$1.2M$467K
Clients per advisor34154130
Main custodianPershingPershingSchwab
Filing with the SEC since201820222022
Tools in their stack–32
People on Advicer.bio427

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

ToolCustos Family Office LLCInvenio Wealth Partners, LLCCroak Capital
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Custos Family Office LLC: Pershing, Fidelity · Invenio Wealth Partners, LLC: Pershing, Fidelity · Croak Capital: Schwab