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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):+ Capital Squared Financial LLC $198.7M · Rockville, MD+ 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
Lehi, UT
Assets under management$188.9M$198.4M$198.5M
Asset growth, last 2 years+28%+32%+13%
Advisory staff233
Individual clients166191186
Assets per client$1.1M$1M$1.1M
Clients per advisor836462
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201820182022
Tools in their stack23–
People on Advicer.bio222

From each firm's latest Form ADV (Mar 2026, Jan 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 AdvisorsPrestige Wealthwide, 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 · Prestige Wealthwide, LLC: Schwab