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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 Holcombe & Mcgrath (swap one in):+ Naples Money Management LLC $164.4M · Naples, FL+ Ehb Financial Resources Managemnt, Inc. $164M · Exton, PA+ Nich Capital Partners, Inc. $148M+ Wealthpoint Advisors $147.1M · Cramerton, NC
Asheville, NC
Wellesley, MA
Assets under management$155.9M$164.1M$164.2M
Asset growth, last 2 years+34%+18%–
Advisory staff231
Individual clients26810110
Assets per client$582K$1.6M$16.4M
Clients per advisor1343410
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier20192024
Tools in their stack–2–
People on Advicer.bio231

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

ToolHolcombe & McgrathEagle Wealth AdvisorsNobscot Investment Management LLC
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
SS&C Advent–Uses it–

Custodians on Form ADV: Holcombe & Mcgrath: Schwab · Eagle Wealth Advisors: none listed · Nobscot Investment Management LLC: Fidelity