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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 Financial Council, LLC (swap one in):+ Victory Financial $1.34B · Austin, TX+ Centennial Securities Company Inc $1.34B · Grand Rapids, MI+ Arista Wealth Management, LLC $1.2B · Las Vegas, NV+ Columbia Asset Management, L.l.c. $1.2B · Ann Arbor, MI
Towson, MD
Richmond, VA
Houston, TX
Assets under management$1.27B$1.34B$1.21B
Asset growth, last 2 years+32%−22%+62%
Advisory staff1063
Individual clients648459128
Assets per client$2M$2.9M$9.4M
Clients per advisor657743
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20182020
Tools in their stack–11
People on Advicer.bio764

From each firm's latest Form ADV (May 2026, Oct 2026, Apr 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.

ToolFinancial Council, LLCSalomon and LudwinChildress Capital Advisors, LLC
CRM
SS&C Black Diamond–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Financial Council, LLC: Fidelity · Salomon and Ludwin: Schwab · Childress Capital Advisors, LLC: Fidelity