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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 Eclectic Associates, Inc. (swap one in):+ Ccm Investment Advisers, LLC $1.55B · Columbia, SC+ Tritonpoint Wealth, LLC $1.55B · Chevy Chase, MD+ Verity Investment Partners $1.4B · Beaufort, SC+ Cascade Financial Partners, LLC $1.38B · San Diego, CA
Fullerton, CA
El Segundo, CA
Beverly Hills, CA
Assets under management$1.47B$1.55B$1.39B
Asset growth, last 2 years+40%+33%–
Advisory staff10147
Individual clients1,2071,08856
Assets per client$1.2M$1.4M$24.8M
Clients per advisor121788
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack3–1
People on Advicer.bio10147

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

ToolEclectic Associates, Inc.Regatta Capital Group, LLCElyxium Wealth LLC
CRM
SS&C Black DiamondUses it–Uses it
Email & Office Suites
Microsoft 365Uses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Eclectic Associates, Inc.: Schwab · Regatta Capital Group, LLC: Fidelity · Elyxium Wealth LLC: Schwab, Fidelity