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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+ Gervais Capital Management, LLC $155.9M · Wilson, WY
Placerville, CA
Clearwater, FL
Assets under management$164.1M$172.4M$155.8M
Asset growth, last 2 years+18%+27%–
Advisory staff332
Individual clients101390193
Assets per client$1.6M$442K$807K
Clients per advisor3413097
Main custodian–SchwabSchwab
Filing with the SEC since201920212024
Tools in their stack224
People on Advicer.bio332

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

1 tool 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.Unify Financial Advisors
Custodial Platform
Charles SchwabUses itUses itUses it
Interactive Brokers––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses 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 · Unify Financial Advisors: Schwab