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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+ Elyxium Wealth LLC $1.39B · Beverly Hills, CA+ Cascade Financial Partners, LLC $1.38B · San Diego, CA
Fullerton, CA
El Segundo, CA
Beaufort, SC
Assets under management$1.47B$1.55B$1.4B
Asset growth, last 2 years+40%+33%+67%
Advisory staff101413
Individual clients1,2071,088459
Assets per client$1.2M$1.4M$3M
Clients per advisor1217835
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio101412

From each firm's latest Form ADV (Aug 2026, Jul 2026, Mar 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, LLCVerity Investment Partners
CRM
SS&C Black DiamondUses it––
Email & Office Suites
Microsoft 365Uses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Eclectic Associates, Inc.: Schwab · Regatta Capital Group, LLC: Fidelity · Verity Investment Partners: Schwab