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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 Htg Investment Advisors Inc (swap one in):+ Brand Asset Management Group, Inc. $1.17B · Chesterfield, MO+ Wellington Shields Capital Management, LLC $1.17B · New York, NY+ Worthpointe $1.06B+ Sequent Asset Management, LLC $1.06B · Houston, TX
New Canaan, CT
Beverly Hills, CA
Troy, MI
Assets under management$1.11B$1.17B$1.17B
Asset growth, last 2 years+30%+42%+4%
Advisory staff12710
Individual clients3775782,358
Assets per client$3M$2M$496K
Clients per advisor3183236
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack3–3
People on Advicer.bio12810

From each firm's latest Form ADV (Oct 2026, Jul 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.

ToolHtg Investment Advisors IncCheviot Value Management, LLCStraightline
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide––Uses it
Digital Marketing
Mailchimp––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Htg Investment Advisors Inc: Schwab, Fidelity · Cheviot Value Management, LLC: Schwab · Straightline: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC, Transamerica Asset Management Inc