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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 Cwa Asset Management Group (swap one in):+ The Ascent Group, LLC $4.76B · Virginia Beach, VA+ Gwn Securities Inc. $4.75B · Palm Beach Gardens, FL+ Sound Income Strategies, LLC $4.18B · Fort Lauderdale, FL+ Archpoint Investors $4.13B · Coral Gables, FL
Naples, FL
Atlanta, GA
Miami, FL
Assets under management$4.51B$4.76B$4.01B
Asset growth, last 2 years+78%+46%+27%
Advisory staff35868
Individual clients1,8759,03866
Assets per client$2.4M$527K$60.7M
Clients per advisor541058
Main custodianSchwabLPL FinancialJ.P. Morgan
Filing with the SEC since201420142014
Tools in their stack121
People on Advicer.bio491103

From each firm's latest Form ADV (Oct 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.

ToolCwa Asset Management GroupIfg Advisory, LLCValor Advisors LLC
CRM
HubSpotUses it––
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Cwa Asset Management Group: Schwab · Ifg Advisory, LLC: LPL Financial · Valor Advisors LLC: J.P. Morgan, Morgan Stanley