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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 Frank Financial Advisors (swap one in):+ Gladowsky Capital Management Corp $197.8M · Smithtown, NY+ D & P Investment Advisors, LTD. $197.8M · Wakefield, RI+ Clearview Wealth Management $178.5M · Irvine, CA+ Core Financial Advisors $178.5M · San Bernardino, CA
Carlsbad, CA
Thousand Oaks, CA
Winston-Salem, NC
Assets under management$188.2M$198.4M$197.7M
Asset growth, last 2 years+31%+32%+37%
Advisory staff233
Individual clients140191138
Assets per client$1.3M$1M$1.4M
Clients per advisor706446
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182020
Tools in their stack232
People on Advicer.bio223

From each firm's latest Form ADV (Feb 2026, 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.

ToolFrank Financial AdvisorsCedarstone AdvisorsAccruent Wealth Advisors
Behavior Assessments
ROL Advisor––Uses it
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
OnceHub––Uses it
TAMP
Savant Wealth Partners–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Frank Financial Advisors: Schwab · Cedarstone Advisors: Schwab · Accruent Wealth Advisors: Schwab