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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):+ Beacon Pointe Advisors, LLC $54.87B · Newport Beach, CA+ Capital Group Private Client Services, Inc. $48.37B · Los Angeles, CA+ Bmo Private Investment Counsel Inc. $40.18B · Toronto, Ontario+ Allworth Financial, L.p. $33.55B · Folsom, CA
Los Angeles, CA
Newport Beach, CA
Torrance, CA
Assets under management$42.5B$45.88B$45.15B
Asset growth, last 2 years+116%+594%+102%
Advisory staff23525320
Individual clients13,04310019,618
Assets per client$3.3M$458.8M$2.3M
Clients per advisor56461
Main custodianFidelitySchwabFidelity
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack7–3
People on Advicer.bio32023341

From each firm's latest Form ADV (Aug 2026, May 2026, Sep 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 IncorporatedEp Wealth Advisors
CRM
Envestnet TamaracUses it–Uses it
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it–Uses 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 · Ep Wealth Advisors: Fidelity, Schwab