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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):+ D & P Investment Advisors, LTD. $197.8M · Wakefield, RI+ Accruent Wealth Advisors $197.7M · Winston-Salem, NC+ Core Financial Advisors $178.5M · San Bernardino, CA+ Legacy Wealth Advisors, LLC $178.3M · San Jose, CA
Carlsbad, CA
Thousand Oaks, CA
Irvine, CA
Assets under management$188.2M$198.4M$178.5M
Asset growth, last 2 years+31%+32%+23%
Advisory staff232
Individual clients140191339
Assets per client$1.3M$1M$527K
Clients per advisor7064170
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182021
Tools in their stack233
People on Advicer.bio222

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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 AdvisorsClearview Wealth Management
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
TAMP
Savant Wealth Partners–Uses it–
Website Builders
Wix–Uses it–

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