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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 Provenio Capital (swap one in):+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA+ Novem Group $1.72B · Rochester, NY+ Regatta Capital Group, LLC $1.55B · El Segundo, CA+ Roseman Wagner Wealth Management $1.54B · Rocklin, CA
Newport Beach, CA
Simi Valley, CA
Oakland, CA
Assets under management$1.63B$1.75B$1.73B
Asset growth, last 2 years–+54%+41%
Advisory staff66822
Individual clients9413,7791,510
Assets per client$17.4M$127K$1.1M
Clients per advisor1620369
Main custodian–SchwabFidelity
Filing with the SEC since20242012 or earlier2017
Tools in their stack1––
People on Advicer.bio16825

From each firm's latest Form ADV (Jul 2026, Mar 2026, Oct 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.

ToolProvenio CapitalHbw Advisory Services LLCLiberty Wealth Management, LLC
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Provenio Capital: none listed · Hbw Advisory Services LLC: Schwab, Axos Clearing · Liberty Wealth Management, LLC: Fidelity, Schwab