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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 Investor Advisory Group (swap one in):+ Clearview Wealth Management $182.4M · Charlotte, NC+ Front Porch Financial Advisory $181.3M · Charlotte, NC+ Risley Capital Management LLC $163.4M · Ellisville, MO+ Private Wealth Management of North Carolina LLC $162.8M · Henderson, NC
Charlotte, NC
Charlotte, NC
Black Mountain, NC
Assets under management$172.1M$181.6M$162.9M
Asset growth, last 2 years+37%+33%+56%
Advisory staff452
Individual clients183228242
Assets per client$940K$796K$673K
Clients per advisor4646121
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212022
Tools in their stack112
People on Advicer.bio462

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolInvestor Advisory GroupCannon AdvisorsCollie Financial Planning, Inc.
Custodial Platform
Altruist––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Investor Advisory Group: Schwab · Cannon Advisors: Schwab · Collie Financial Planning, Inc.: Schwab