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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
Liberty, MO
Assets under management$164.1M$172.4M$172.4M
Asset growth, last 2 years+18%+27%+55%
Advisory staff335
Individual clients101390188
Assets per client$1.6M$442K$917K
Clients per advisor3413038
Main custodian–SchwabSchwab
Filing with the SEC since201920212024
Tools in their stack221
People on Advicer.bio335

From each firm's latest Form ADV (May 2026, Sep 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.White Sand Wealth Management
Custodial Platform
Charles SchwabUses itUses it–
Portfolio Management
SS&C AdventUses it––
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Eagle Wealth Advisors: none listed · Wealthguard Advisors, Inc.: Schwab · White Sand Wealth Management: Schwab