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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 Metanoia Financial, LLC (swap one in):+ Cornerstone Wealth Partners, LLC $145.9M · Okemos, MI+ Parady Wealth Management $145.7M · The Villages, FL+ Rdg Capital Management LLC $131.8M · Pittsford, NY+ Teplitz Financial Group LLC $131.7M · Old Bridge, NJ
Vestavia Hills, AL
Conshohocken, PA
Assets under management$138.7M$145.8M$131.7M
Asset growth, last 2 years––+78%
Advisory staff139
Individual clients151272,819
Assets per client$919K$5.4M$47K
Clients per advisor1519313
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420242016
Tools in their stack121
People on Advicer.bio1311

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

ToolMetanoia Financial, LLCBluewater Wealth Advisors, LLCNest Egg
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Metanoia Financial, LLC: Schwab · Bluewater Wealth Advisors, LLC: Schwab, TIAA-Cref · Nest Egg: Schwab, Apex Clearing