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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 Private Advisory (swap one in):+ California Financial Advisors $2.26B · San Ramon, CA+ Rather & Kittrell, Inc. $2.25B · Knoxville, TN+ Provise Management Group, LLC $2.03B · Clearwater, FL+ Capwealth Advisors, LLC $2.03B · Franklin, TN
Redmond, WA
Austin, TX
Kansas City, MO
Assets under management$2.14B$2.26B$2.04B
Asset growth, last 2 years+138%+74%+41%
Advisory staff12446
Individual clients9152,609511
Assets per client$2.3M$867K$4M
Clients per advisor765985
Main custodianSchwabSchwabFidelity
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack3–1
People on Advicer.bio18577

From each firm's latest Form ADV (Aug 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.

ToolPrivate AdvisoryWaterloo CapitalAtwood & Palmer, Inc.
Client File Sharing
BoxUses it––
CRM
Envestnet Tamarac––Uses it
Portfolio Management
OrionUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Private Advisory: Schwab · Waterloo Capital: Schwab, Fidelity · Atwood & Palmer, Inc.: Fidelity