Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Nobscot Investment Management LLC $164.2M · Wellesley, MA+ Ehb Financial Resources Managemnt, Inc. $164M · Exton, PA+ Nich Capital Partners, Inc. $148M+ Broadwing Capital Advisors, Inc. $148M · Larkspur, CA
Asheville, NC
Cramerton, NC
Assets under management$155.9M$164.1M$147.1M
Asset growth, last 2 years+34%+18%–
Advisory staff234
Individual clients268101375
Assets per client$582K$1.6M$392K
Clients per advisor1343494
Main custodianSchwab––
Filing with the SEC since2012 or earlier20192024
Tools in their stack–23
People on Advicer.bio233

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

ToolHolcombe & McgrathEagle Wealth AdvisorsWealthpoint Advisors
Portfolio Management
Orion––Uses it
SS&C Advent–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Holcombe & Mcgrath: Schwab · Eagle Wealth Advisors: none listed · Wealthpoint Advisors: none listed