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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 Ebh Financial, Inc. (swap one in):+ CPA Group Investment Management, LLC $41M · Panama City, FL+ Ember Wealth Concepts & Financial Planning $41M+ Neiman & Associates Financial Services, LLC $37M · Arlington, MA+ Zhp Capital LLC $37M
Leesburg, VA
Rogers, AR
Assets under management$39M$41M$41M
Asset growth, last 2 years–+20%–
Advisory staff125
Individual clients7510590
Assets per client$520K$390K$455K
Clients per advisor755318
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––6
People on Advicer.bio125

From each firm's latest Form ADV (Mar 2026, Aug 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

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.

ToolEbh Financial, Inc.Berg Faircloth Investment AdvisorsProvidence Capital
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
Kwanti––Uses it
TAMP
Intelliflo––Uses it