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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):+ Cook Financial Designs, Inc. $172.4M · Virginia Beach, VA+ Davidson Wealth Management LLC $172.4M · Forked River, NJ+ Holcombe & Mcgrath $155.9M · Asheville, NC+ Unify Financial Advisors $155.8M · Clearwater, FL
Placerville, CA
Wilson, WY
Assets under management$164.1M$172.4M$155.9M
Asset growth, last 2 years+18%+27%+34%
Advisory staff331
Individual clients10139042
Assets per client$1.6M$442K$3.7M
Clients per advisor3413042
Main custodian–SchwabShareholders Service Group, LLC
Filing with the SEC since201920212024
Tools in their stack222
People on Advicer.bio331

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.Gervais Capital Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoney––Uses it
Portfolio Management
SS&C AdventUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Eagle Wealth Advisors: none listed · Wealthguard Advisors, Inc.: Schwab · Gervais Capital Management, LLC: Shareholders Service Group, LLC, Schwab, First Republic Bank, J.P. Morgan, Pershing