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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+ Bauer Wealth Management Inc. $205.9M · Colorado Springs, CO+ Osbon Capital Management, LLC $205.3M · Boston, MA
Cambridge, MA
Great Barrington, MA
Camarillo, CA
Assets under management$216.8M$229.7M$205.8M
Asset growth, last 2 years+26%–+25%
Advisory staff151
Individual clients60209127
Assets per client$3.6M$1.1M$1.6M
Clients per advisor6042127
Main custodianFidelityFidelitySchwab
Filing with the SEC since202220242021
Tools in their stack–24
People on Advicer.bio151

From each firm's latest Form ADV (Mar 2026, Jul 2026, Aug 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 WealthBrightpath Wealth Planning, LLC
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Etre LLC: Fidelity · Tableaux Wealth: Fidelity · Brightpath Wealth Planning, LLC: Schwab