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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 Origin Wealth Advisers (swap one in):+ Mccormick Financial Advisors, LLC $84.8M+ Quiver Financial Holdings LLC $84.7M · San Clemente, CA+ Princeton Wealth Management Alliance, LLC $76.6M · Princeton, NJ+ Forward Financial LLC $76.6M · Houston, TX
Salina, KS
Assets under management$80.6M$84.7M$84.7M
Asset growth, last 2 years––+114%
Advisory staff221
Individual clients4813211
Assets per client$1.7M$642K$7.7M
Clients per advisor246611
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack4––
People on Advicer.bio23–

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

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.

ToolOrigin Wealth AdvisersCf Advisors LLCArchie Gray Allen, Jr.
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––