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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 Darrow Wealth Management (swap one in):+ Aletheian Wealth Advisors LLC $412.5M · Bellevue, WA+ Lakeside Advisors Inc $412.2M · Seattle, WA+ Hibernia Wealth Partners, LLC $372.5M · Baton Rouge, LA+ Livelife Capital Partners LLC $372.1M · Southborough, MA
Needham, MA
Needham, MA
Asheville, NC
Assets under management$392.4M$415.5M$412.3M
Asset growth, last 2 years+60%+60%+70%
Advisory staff462
Individual clients122372148
Assets per client$3.2M$1.1M$2.8M
Clients per advisor316274
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20162016
Tools in their stack2––
People on Advicer.bio462

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jan 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.

ToolDarrow Wealth ManagementGoodman Advisory Group, LLCAltamont Capital Management
CRM
SS&C Black DiamondUses it––
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Darrow Wealth Management: Schwab · Goodman Advisory Group, LLC: LPL Financial · Altamont Capital Management: Schwab, Mid Atlantic Trust Company