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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 Cwm, LLC (swap one in):+ Wealthfront Advisers LLC $55.19B · Palo Alto, CA+ Breckinridge Capital Advisors Inc $54.28B · Boston, MA+ Canterbury Consulting Incorporated $45.88B · Newport Beach, CA+ Ep Wealth Advisors $45.15B · Torrance, CA
Omaha, NE
Newport Beach, CA
New York, NY
Assets under management$50.58B$54.87B$47.26B
Asset growth, last 2 years+89%+75%+46%
Advisory staff4724404,664
Individual clients52,26329,56574,960
Assets per client$968K$1.9M$630K
Clients per advisor1116716
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack51–
People on Advicer.bio6764691737

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

ToolCwm, LLCBeacon Pointe Advisors, LLCEquitable Advisors, LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
CRM
HubSpot–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Cwm, LLC: Schwab, Fidelity · Beacon Pointe Advisors, LLC: Schwab, Fidelity · Equitable Advisors, LLC: LPL Financial