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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 Equinox Wealth Management (swap one in):+ Cogent Capital Group $88.3M+ Park + Elm Investment Advisers $88.2M · Carmel, IN+ Celadon Managed Wealth $79.7M · Plymouth, MN+ Rockford Financial Planning $79.7M
Charlottesville, VA
Assets under management$83.9M$88.2M$88.1M
Asset growth, last 2 years––+18%
Advisory staff113
Individual clients418552
Assets per client$2M$1M$1.7M
Clients per advisor418517
Main custodian––Schwab
Filing with the SEC since202620262014
Tools in their stack1––
People on Advicer.bio113

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

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.

ToolEquinox Wealth ManagementBullrock Capital, LLCSwift Run Capital Management
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Equinox Wealth Management: none listed · Bullrock Capital, LLC: none listed · Swift Run Capital Management: Schwab