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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 Oliver Capital Management (swap one in):+ Xxi Wealth, LLC $531.5M · Chicago, IL+ Ceeto Capital Group, LLC $531.4M · Coral Gables, FL+ Trellis Wealth Advisors, LLC $479.8M · San Luis Obispo, CA+ Townsend Asset Management Corp. $479.6M · Raleigh, NC
Seattle, WA
Kirkland, WA
Sacramento, CA
Assets under management$505.5M$535.4M$479.8M
Asset growth, last 2 years+39%+34%+103%
Advisory staff182
Individual clients45269240
Assets per client$1.1M$774K$12M
Clients per advisor4528720
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier20202018
Tools in their stack–3–
People on Advicer.bio192

From each firm's latest Form ADV (Mar 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.

ToolOliver Capital ManagementSpg Advisors LLCAdams Ashby Financial Advisors
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Oliver Capital Management: Fidelity, Schwab, Randall & Hurley · Spg Advisors LLC: none listed · Adams Ashby Financial Advisors: Schwab