Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Salomon and Ludwin (swap one in):+ D'orazio Wealth Advisors $1.44B · Vienna, VA+ Msa Financial $1.41B · Braintree, MA+ Beacon Capital Management, LLC $1.27B · Franklin, TN+ Palisade Asset Management, LLC $1.27B · Minneapolis, MN
Richmond, VA
New York, NY
Portsmouth, NH
Assets under management$1.34B$1.41B$1.27B
Asset growth, last 2 years−22%−6%+255%
Advisory staff6311
Individual clients459591,108
Assets per client$2.9M$23.8M$1.1M
Clients per advisor7720101
Main custodianSchwabJ.P. MorganSchwab
Filing with the SEC since20182012 or earlier2015
Tools in their stack12–
People on Advicer.bio6312

From each firm's latest Form ADV (Oct 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.

ToolSalomon and LudwinGreenline PartnersArca Wealth, LLC
CRM
SS&C Black DiamondUses itUses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Salomon and Ludwin: Schwab · Greenline Partners: J.P. Morgan, Schwab · Arca Wealth, LLC: Schwab