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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+ Accruent Wealth Advisors $197.7M · Winston-Salem, NC+ Clearview Wealth Management $178.5M · Irvine, CA+ Core Financial Advisors $178.5M · San Bernardino, CA
Carlsbad, CA
Thousand Oaks, CA
Wakefield, RI
Assets under management$188.2M$198.4M$197.8M
Asset growth, last 2 years+31%+32%+49%
Advisory staff231
Individual clients140191228
Assets per client$1.3M$1M$867K
Clients per advisor7064228
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182022
Tools in their stack23–
People on Advicer.bio221

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 AdvisorsD & P Investment Advisors, LTD.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses 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 · D & P Investment Advisors, LTD.: Fidelity