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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 Duet Advisory Services LLC (swap one in):+ Curry Webb Wealth Management LLC $332.4M · Indianapolis, IN+ Central Pine Capital, LLC $332.4M · Cedarhurst, NY+ Cauble & Harre Wealth Management, Inc. $300.6M · St. Louis, MO+ Security First Financial $299.5M · Swartz Creek, MI
Bingham Farms, MI
Modesto, CA
Traverse City, MI
Assets under management$316.5M$332.4M$299.5M
Asset growth, last 2 years–+50%+68%
Advisory staff329
Individual clients282988569
Assets per client$1.1M$336K$526K
Clients per advisor9449463
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202420212023
Tools in their stack––1
People on Advicer.bio338

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

ToolDuet Advisory Services LLCOliveira WealthStonepath Wealth Management
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Duet Advisory Services LLC: Schwab · Oliveira Wealth: Schwab · Stonepath Wealth Management: Raymond James