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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+ Liberty Wealth Management, LLC $1.73B · Oakland, CA+ Regatta Capital Group, LLC $1.55B · El Segundo, CA+ Roseman Wagner Wealth Management $1.54B · Rocklin, CA
Newport Beach, CA
Simi Valley, CA
Rochester, NY
Assets under management$1.63B$1.75B$1.72B
Asset growth, last 2 years–+54%+47%
Advisory staff66850
Individual clients9413,7793,513
Assets per client$17.4M$127K$489K
Clients per advisor1620370
Main custodian–Schwab–
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio16832

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

ToolProvenio CapitalHbw Advisory Services LLCNovem Group
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Provenio Capital: none listed · Hbw Advisory Services LLC: Schwab, Axos Clearing · Novem Group: none listed