Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Cx Institutional, LLC (swap one in):+ Bc Advisors, LLC $4.73B · Mt. Laurel, NJ+ Jfs Wealth Advisors, LLC $4.73B · Hermitage, PA+ Reynders, Mcveigh Capital Management, LLC $4.23B · Boston, MA+ Zwj Investment Counsel Inc $4.23B · Atlanta, GA
Auburn, IN
Glastonbury, CT
Palm Beach Gardens, FL
Assets under management$4.46B$4.73B$4.75B
Asset growth, last 2 years+87%−20%+54%
Advisory staff735448
Individual clients4,5538,47637,763
Assets per client$981K$558K$126K
Clients per advisor621,69584
Main custodianSchwabSchwabFidelity
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack32–
People on Advicer.bio8023452

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

ToolCx Institutional, LLCSymmetry PartnersGwn Securities Inc.
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
TAMP
Symmetry Partners–Uses it–

Custodians on Form ADV: Cx Institutional, LLC: Schwab, LPL Financial · Symmetry Partners: Schwab, Axos Clearing, Alerus Financial , N.a. · Gwn Securities Inc.: Fidelity, Pershing