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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+ Croak Capital $363.9M · Toledo, OH+ Benchmark Investment Advisors LLC $329.2M · Chicago, IL+ Wealth Management Cpas, LLC $329.2M · Salt Lake City, UT
Coral Gables, FL
Assets under management$346.6M$364M$364.2M
Asset growth, last 2 years−35%+26%+65%
Advisory staff223
Individual clients67308126
Assets per client$5.2M$1.2M$2.9M
Clients per advisor3415442
Main custodianPershingPershingSchwab
Filing with the SEC since201820222020
Tools in their stack–33
People on Advicer.bio423

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

ToolCustos Family Office LLCInvenio Wealth Partners, LLCSynergy Fg
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney–Uses itUses it
Planning Light
Advyzon––Uses it
Website Builders
Webflow––Uses it

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