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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 Hamilton Manor & Associates (swap one in):+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ Pmg Wealth Management $198.3M · Hawthorn Woods, IL+ O'connor Wealth Management, Inc. $179.1M · Monrovia, CA+ Clearview Wealth Management $178.5M · Irvine, CA
La Jolla, CA
Thousand Oaks, CA
Rockville, MD
Assets under management$188.9M$198.4M$198.7M
Asset growth, last 2 years+28%+32%–
Advisory staff232
Individual clients16619187
Assets per client$1.1M$1M$2.3M
Clients per advisor836444
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201820182024
Tools in their stack23–
People on Advicer.bio222

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

ToolHamilton Manor & AssociatesCedarstone AdvisorsCapital Squared Financial LLC
Client File Sharing
BoxUses it––
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
LPL Financial (ClientWorks)Uses it––
TAMP
Savant Wealth Partners–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Hamilton Manor & Associates: LPL Financial · Cedarstone Advisors: Schwab · Capital Squared Financial LLC: Schwab, Interactive Brokers