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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 Eagle Capital Management, LLC (swap one in):+ Meredith Wealth Planning $478.7M · Maryville, IL+ Great Oak Capital Partners, LLC $477.9M · South Easton, MA+ Tred Avon Family Wealth, LLC $431.9M · Easton, MD+ Argentarii, LLC $431.9M · Cincinnati, OH
Mandeville, LA
Covington, LA
Berkeley, CA
Assets under management$455.2M$483.4M$477.9M
Asset growth, last 2 years+21%+15%+72%
Advisory staff264
Individual clients291140204
Assets per client$1.6M$3.5M$2.3M
Clients per advisor1462351
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172017
Tools in their stack1–2
People on Advicer.bio284

From each firm's latest Form ADV (Feb 2026, Sep 2026, May 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.

ToolEagle Capital Management, LLCParadiem, LLCElmwood Wealth Management
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Eagle Capital Management, LLC: Schwab, Gulf Coast Bank & Trust Company · Paradiem, LLC: Schwab · Elmwood Wealth Management: Schwab