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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 Ewa, LLC (swap one in):+ Sunpointe Investments $790.7M · St. Louis, MO+ Hoey Investments, Inc. $788.3M · Coatesville, PA+ Excalibur Management Corp $712.1M · Waltham, MA+ Valtinson Bruner Financial Planning $712M · New Brighton, MN
Pittsburgh, PA
San Rafael, CA
Hunt Valley, MD
Assets under management$750.7M$789.4M$790.1M
Asset growth, last 2 years+84%+34%+27%
Advisory staff864
Individual clients397414281
Assets per client$1.9M$1.9M$2.8M
Clients per advisor506970
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio965

From each firm's latest Form ADV (Aug 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

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.

ToolEwa, LLCWesthill Financial Advisors, Inc.Marathon Capital Management
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Ewa, LLC: Fidelity · Westhill Financial Advisors, Inc.: Schwab · Marathon Capital Management: Schwab, Fidelity