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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 Seraphim Capital Management, LLC (swap one in):+ Coastal Way Financial Group, LLC $66.2M · West Palm Beach, FL+ Morris Wealth Management $66.2M · Anderson, CA+ Syman-Degler Group, LLC $59.8M · Eugene, OR+ Gagni Wealth Management LLC $59.8M · San Antonio, TX
West Palm Beach, FL
Assets under management$63M$66.2M$59.8M
Asset growth, last 2 years+34%+33%+9%
Advisory staff332
Individual clients180512
Assets per client$350K$1.3M$29.9M
Clients per advisor60171
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since202120222018
Tools in their stack3–1
People on Advicer.bio132

From each firm's latest Form ADV (Feb 2026, Aug 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.

ToolSeraphim Capital Management, LLCIsgam US LLCCwm Partners, LLC
CRM
HubSpotUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Seraphim Capital Management, LLC: LPL Financial, Interactive Brokers · Isgam US LLC: Schwab · Cwm Partners, LLC: Schwab