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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):+ Savant Wealth Management $55.61B · Rockford, IL+ Breckinridge Capital Advisors Inc $54.28B · Boston, MA+ Equitable Advisors, LLC $47.26B · New York, NY+ Canterbury Consulting Incorporated $45.88B · Newport Beach, CA
Omaha, NE
Newport Beach, CA
Palo Alto, CA
Assets under management$50.58B$54.87B$55.19B
Asset growth, last 2 years+89%+75%+82%
Advisory staff47244025
Individual clients52,26329,565544,842
Assets per client$968K$1.9M$101K
Clients per advisor1116721,794
Main custodianSchwabSchwabRBC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack51–
People on Advicer.bio67646940

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, LLCWealthfront Advisers 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 · Wealthfront Advisers LLC: RBC