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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 Darden Wealth Group (swap one in):+ Trinity Wealth Management, LLC $399.2M · Berwyn, PA+ Lester Financial Group, LLC $398.6M · Champaign, IL+ Cascade Investment Advisors, Inc. $360.4M · Oregon City, OR+ Acp Capital Management, LLC $360.3M · Miami, FL
Ann Arbor, MI
Orchard Park, NY
Long Beach, CA
Assets under management$379.6M$399.1M$360.5M
Asset growth, last 2 years+52%+33%+21%
Advisory staff473
Individual clients264351380
Assets per client$1.4M$1.1M$949K
Clients per advisor6650127
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since20202012 or earlier2013
Tools in their stack102–
People on Advicer.bio573

From each firm's latest Form ADV (Mar 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.

ToolDarden Wealth GroupWaterford Advisors, LLCGoldman Lancaster, Inc.
CRM
Envestnet Tamarac–Uses it–
HubSpotUses it––
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
SEIUses it––
VanguardUses it––
Advisory Fee Billing
AdvicePayUses it––
Communications Archiving/Monitoring
Global RelayUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Held-Away Assets
PonteraUses it––
Schedule Apps
CalendlyUses it––
Tax Planning
ProConnectUses it––

Custodians on Form ADV: Darden Wealth Group: Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Waterford Advisors, LLC: Schwab · Goldman Lancaster, Inc.: LPL Financial