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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+ Ellsworth Advisors, LLC $1.41B · Hudson, OH+ Arca Wealth, LLC $1.27B · Portsmouth, NH+ Beacon Capital Management, LLC $1.27B · Franklin, TN
Richmond, VA
New York, NY
Braintree, MA
Assets under management$1.34B$1.41B$1.41B
Asset growth, last 2 years−22%−6%+40%
Advisory staff638
Individual clients459591,324
Assets per client$2.9M$23.8M$1.1M
Clients per advisor7720166
Main custodianSchwabJ.P. MorganFidelity
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio638

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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 PartnersMsa Financial
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 · Msa Financial: Fidelity