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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 Lido (swap one in):+ Capital Group Private Client Services, Inc. $48.37B · Los Angeles, CA+ Ep Wealth Advisors $45.15B · Torrance, CA+ Bmo Private Investment Counsel Inc. $40.18B · Toronto, Ontario+ Allworth Financial, L.p. $33.55B · Folsom, CA
Los Angeles, CA
Newport Beach, CA
Newport Beach, CA
Assets under management$42.5B$45.88B$54.87B
Asset growth, last 2 years+116%+594%+75%
Advisory staff23525440
Individual clients13,04310029,565
Assets per client$3.3M$458.8M$1.9M
Clients per advisor56467
Main custodianFidelitySchwabSchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack7–1
People on Advicer.bio32023469

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

ToolLidoCanterbury Consulting IncorporatedBeacon Pointe Advisors, LLC
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
AddeparUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Lido: Fidelity, Schwab · Canterbury Consulting Incorporated: Schwab, U.S. Bank · Beacon Pointe Advisors, LLC: Schwab, Fidelity