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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 Phingers and Toze Investments, LLC (swap one in):+ Watts Capital Partners LLC $75M+ Culbreth Wealth Management $75M · Dacula, GA+ Keystone Advisory Group $67.8M · Hollister, CA+ Fiduciary Capital, Inc. $67.8M · Gainesville, GA
Carlsbad, CA
Lubbock, TX
Assets under management$71.4M$75M$67.8M
Asset growth, last 2 years–––
Advisory staff122
Individual clients6163130
Assets per client$11.9M$460K$521K
Clients per advisor68265
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–6–
People on Advicer.bio122

From each firm's latest Form ADV (Mar 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.

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.

ToolPhingers and Toze Investments, LLCCentered FinancialAlpha Capital LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–