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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 Wealth Advisors (swap one in):+ White Sand Wealth Management $172.4M · Liberty, MO+ Davidson Wealth Management LLC $172.4M · Forked River, NJ+ Holcombe & Mcgrath $155.9M · Asheville, NC+ Gervais Capital Management, LLC $155.9M · Wilson, WY
Placerville, CA
Virginia Beach, VA
Assets under management$164.1M$172.4M$172.4M
Asset growth, last 2 years+18%+27%–
Advisory staff331
Individual clients101390195
Assets per client$1.6M$442K$884K
Clients per advisor34130195
Main custodian–SchwabSchwab
Filing with the SEC since201920212024
Tools in their stack22–
People on Advicer.bio331

From each firm's latest Form ADV (May 2026, Sep 2026, Mar 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 Wealth AdvisorsWealthguard Advisors, Inc.Cook Financial Designs, Inc.
Custodial Platform
Charles SchwabUses itUses it–
Portfolio Management
SS&C AdventUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Eagle Wealth Advisors: none listed · Wealthguard Advisors, Inc.: Schwab · Cook Financial Designs, Inc.: Schwab