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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 Edgemoor Investment Advisors, Inc. (swap one in):+ Beam Wealth Advisors, Inc. $1.6B · Covington, LA+ Alta Capital Management LLC $1.6B · Salt Lake City, UT+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Isthmus Partners, LLC $1.44B · Madison, WI
Bethesda, MD
Annapolis, MD
Bangor, ME
Assets under management$1.52B$1.64B$1.59B
Asset growth, last 2 years+28%+38%+63%
Advisory staff61515
Individual clients3122,6641,302
Assets per client$4.9M$617K$1.2M
Clients per advisor5217887
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20132015
Tools in their stack431
People on Advicer.bio61513

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

ToolEdgemoor Investment Advisors, Inc.Scarborough Capital ManagementMeans Wealth Management
Client Data Gathering
Jotform––Uses it
RedCaptureUses it––
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuideUses it––
Digital Marketing
Amplify Reviews–Uses it–
E-Signature
RightSignatureUses it––

Custodians on Form ADV: Edgemoor Investment Advisors, Inc.: Schwab, Fidelity · Scarborough Capital Management: Schwab · Means Wealth Management: Fidelity