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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+ Alpha Capital LLC $67.8M · Lubbock, TX+ Keystone Advisory Group $67.8M · Hollister, CA
Carlsbad, CA
Gainesville, GA
Assets under management$71.4M$75M$67.8M
Asset growth, last 2 years–––
Advisory staff124
Individual clients6163298
Assets per client$11.9M$460K$227K
Clients per advisor68275
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–61
People on Advicer.bio123

From each firm's latest Form ADV (Mar 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.

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 FinancialFiduciary Capital, Inc.
Custodial Platform
Betterment Advisor Solutions–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Dropbox––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–