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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):+ Marathon Capital Management $790.1M · Hunt Valley, MD+ 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
St. Louis, MO
Assets under management$750.7M$789.4M$790.7M
Asset growth, last 2 years+84%+34%+114%
Advisory staff8611
Individual clients397414309
Assets per client$1.9M$1.9M$2.6M
Clients per advisor506928
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2020
Tools in their stack–––
People on Advicer.bio9611

From each firm's latest Form ADV (Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Ewa, LLC: Fidelity · Westhill Financial Advisors, Inc.: Schwab · Sunpointe Investments: Schwab, Pershing, BNY