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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 Salomon and Ludwin (swap one in):+ D'orazio Wealth Advisors $1.44B · Vienna, VA+ Msa Financial $1.41B · Braintree, MA+ Arca Wealth, LLC $1.27B · Portsmouth, NH+ Palisade Asset Management, LLC $1.27B · Minneapolis, MN
Richmond, VA
New York, NY
Franklin, TN
Assets under management$1.34B$1.41B$1.27B
Asset growth, last 2 years−22%−6%+89%
Advisory staff6317
Individual clients459592,064
Assets per client$2.9M$23.8M$615K
Clients per advisor7720121
Main custodianSchwabJ.P. MorganSchwab
Filing with the SEC since20182012 or earlier2015
Tools in their stack123
People on Advicer.bio6319

From each firm's latest Form ADV (Oct 2026, Mar 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 PartnersBeacon Capital Management, LLC
CRM
SS&C Black DiamondUses itUses it–
HubSpot––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Salomon and Ludwin: Schwab · Greenline Partners: J.P. Morgan, Schwab · Beacon Capital Management, LLC: Schwab