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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 Ntv Asset Management, LLC (swap one in):+ Element Pointe Family Office $1.22B · Miami, FL+ Parthenon LLC $1.22B · Louisville, KY+ Bruni J V & Co $1.1B · Colorado Springs, CO+ Stage Harbor Financial $1.1B · Westwood, MA
Charleston, WV
Beverly, MA
Austin, TX
Assets under management$1.16B$1.22B$1.1B
Asset growth, last 2 years+41%+21%+18%
Advisory staff583
Individual clients33863666
Assets per client$3.4M$1.9M$16.7M
Clients per advisor688022
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–3
People on Advicer.bio593

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

ToolNtv Asset Management, LLCCabot Wealth ManagementEnclave Advisors, LLC
Client Data Gathering
Jotform––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Ntv Asset Management, LLC: Schwab · Cabot Wealth Management: Schwab · Enclave Advisors, LLC: Schwab, Fidelity