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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 Riverland Wealth Management (swap one in):+ 3rd Street Capital Management L.l.c. $56M · Baton Rouge, LA+ Milestone Money $56M · Chicago, IL+ Panarella Wealth Management LLC $50.7M · Hartford, CT+ Generational Legacies Wealth Management $50.6M
Phoenix, AZ
Atlanta, GA
Assets under management$53.3M$56M$50.7M
Asset growth, last 2 years–+135%–
Advisory staff211
Individual clients3193949
Assets per client$167K$1.4M$1M
Clients per advisor1603949
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack233
People on Advicer.bio211

From each firm's latest Form ADV (Sep 2026, Aug 2026, May 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

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.

ToolRiverland Wealth ManagementThe Coleridge Group LLCE2e Financial
Schedule Apps
Calendly–Uses it–
OnceHub––Uses it
Website Builders
Squarespace–Uses it–
WixUses it––
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Altruist––Uses it
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoney––Uses it