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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):+ Wellington Shields Capital Management, LLC $1.17B · New York, NY+ Straightline $1.17B · Troy, MI+ Sequent Asset Management, LLC $1.06B · Houston, TX+ Form Wealth Advisors, LLC $1.06B · Lake Geneva, WI
New Canaan, CT
Beverly Hills, CA
Assets under management$1.11B$1.17B$1.06B
Asset growth, last 2 years+30%+42%+40%
Advisory staff1279
Individual clients377578622
Assets per client$3M$2M$1.7M
Clients per advisor318369
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack3–4
People on Advicer.bio1287

From each firm's latest Form ADV (Oct 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.

ToolHtg Investment Advisors IncCheviot Value Management, LLCWorthpointe
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Advisor Lead Gen
SmartAsset––Uses it
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Htg Investment Advisors Inc: Schwab, Fidelity · Cheviot Value Management, LLC: Schwab · Worthpointe: Schwab