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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+ Brightpath Wealth Planning, LLC $205.8M · Camarillo, CA
Cambridge, MA
Great Barrington, MA
Boston, MA
Assets under management$216.8M$229.7M$205.3M
Asset growth, last 2 years+26%–+43%
Advisory staff152
Individual clients6020955
Assets per client$3.6M$1.1M$3.7M
Clients per advisor604228
Main custodianFidelityFidelityFidelity
Filing with the SEC since202220242012 or earlier
Tools in their stack–2–
People on Advicer.bio152

From each firm's latest Form ADV (Mar 2026, Jul 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 WealthOsbon Capital Management, LLC
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Etre LLC: Fidelity · Tableaux Wealth: Fidelity · Osbon Capital Management, LLC: Fidelity