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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 Regents Partners, LLC (swap one in):+ Blue Summit Wealth Management $211.4M · San Diego, CA+ Centric Advisors, LLC $211.3M · Cypress, TX+ Apex Wealth Management, LLC $191.1M · Bedford, NH+ Bowen Financial Services, LLC $191M · Midlothian, VA
Richmond, VA
Cincinnati, OH
Assets under management$201.2M$211.3M$211.3M
Asset growth, last 2 years−7%+33%+63%
Advisory staff166
Individual clients322294188
Assets per client$625K$719K$1.1M
Clients per advisor3224931
Main custodianSchwabRBCSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio155

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Regents Partners, LLC: Schwab · Thompson Davis Asset Management: RBC · Financial Rounds: Schwab