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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 Partners, LLC (swap one in):+ Step by Step Financial, LLC $62.9M · Tulsa, OK+ Atlantes Financial Advisors $62.8M · Fairhope, AL+ Lha Capital Partners $56.8M+ Disciplined Growth Capital, LLC $56.8M
Palo Alto, CA
Tucson, AZ
Assets under management$59.8M$62.9M$62.9M
Asset growth, last 2 years+9%––
Advisory staff212
Individual clients227135
Assets per client$29.9M$2.3M$466K
Clients per advisor12768
Main custodianSchwab––
Filing with the SEC since201820262026
Tools in their stack1–2
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, Feb 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 Partners, LLCWhitespace Financial, LLCRise Private Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Cwm Partners, LLC: Schwab · Whitespace Financial, LLC: none listed · Rise Private Wealth Advisors: none listed