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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 First Advisors National, LLC (swap one in):+ Weaver Capital Management, LLC $537.8M · Suwanee, GA+ Ceeto Capital Group, LLC $531.4M · Coral Gables, FL+ Trellis Wealth Advisors, LLC $479.8M · San Luis Obispo, CA+ Cape Investment Advisory, Inc. $473.7M · Mcdonough, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Assets under management$505.9M$536.2M$535.2M
Asset growth, last 2 years+13%+40%+74%
Advisory staff6462
Individual clients4,858210334
Assets per client$104K$2.6M$1.6M
Clients per advisor7635167
Main custodianFolioSchwabFidelity
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–3–
People on Advicer.bio7742

From each firm's latest Form ADV (Mar 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.

ToolFirst Advisors National, LLCNovapoint Capital LLCFinancial Innovations, LLC
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: First Advisors National, LLC: Folio, Schwab · Novapoint Capital LLC: Schwab · Financial Innovations, LLC: Fidelity