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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 Etre LLC (swap one in):+ Center for Wealth Management Advisory $227.8M+ Magnolia Capital Management $227.7M · Cold Spring, NY+ Brightpath Wealth Planning, LLC $205.8M · Camarillo, CA+ Osbon Capital Management, LLC $205.3M · Boston, MA
Cambridge, MA
Great Barrington, MA
Colorado Springs, CO
Assets under management$216.8M$229.7M$205.9M
Asset growth, last 2 years+26%–+54%
Advisory staff153
Individual clients60209160
Assets per client$3.6M$1.1M$1.3M
Clients per advisor604253
Main custodianFidelityFidelityFidelity
Filing with the SEC since202220242012 or earlier
Tools in their stack–24
People on Advicer.bio154

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

ToolEtre LLCTableaux WealthBauer Wealth Management Inc.
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Retirement Planning
Income Solver––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Etre LLC: Fidelity · Tableaux Wealth: Fidelity · Bauer Wealth Management Inc.: Fidelity, First Republic Bank, Millennium Trust