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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 Emg (swap one in):+ Collective Wealth Partners, LLC $59.9M · Atlanta, GA+ Rising Tides Financial, LLC $59.9M+ Alpha $54.1M · New York, NY+ Tiedemann & Associates Investment Advisors, Inc. $54.1M
South Burlington, VT
Houston, TX
New York, NY
Assets under management$57M$59.9M$59.9M
Asset growth, last 2 years+78%–+3%
Advisory staff311
Individual clients8039114
Assets per client$713K$1.5M$525K
Clients per advisor2739114
Main custodian––International Financial Group Limited
Filing with the SEC since2012 or earlier20262022
Tools in their stack–––
People on Advicer.bio31–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Emg: none listed · Gessner Wealth Strategies LLC: none listed · Liberty Wealth Managers: International Financial Group Limited, Novia Global LTD