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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+ Cook Financial Designs, Inc. $172.4M · Virginia Beach, VA+ Holcombe & Mcgrath $155.9M · Asheville, NC+ Gervais Capital Management, LLC $155.9M · Wilson, WY
Placerville, CA
Forked River, NJ
Assets under management$164.1M$172.4M$172.4M
Asset growth, last 2 years+18%+27%+32%
Advisory staff333
Individual clients101390228
Assets per client$1.6M$442K$756K
Clients per advisor3413076
Main custodian–SchwabSEI
Filing with the SEC since201920212012 or earlier
Tools in their stack22–
People on Advicer.bio333

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

ToolEagle Wealth AdvisorsWealthguard Advisors, Inc.Davidson Wealth Management LLC
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 · Davidson Wealth Management LLC: SEI, Pershing, Schwab