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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 Signaturefd, LLC (swap one in):+ Advisory Services Network $10.6B · Atlanta, GA+ Tocqueville Asset Management LP $10.24B · New York, NY+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Arkadios Wealth Advisors $8.79B · Atlanta, GA
Atlanta, GA
Atlanta, GA
Radnor, PA
Assets under management$9.68B$11.05B$10.21B
Asset growth, last 2 years+34%+60%+114%
Advisory staff502015
Individual clients1,8912,747170
Assets per client$5.1M$4M$60.1M
Clients per advisor3813711
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack411
People on Advicer.bio4912–

From each firm's latest Form ADV (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.

ToolSignaturefd, LLCAsset Preservation Advisors, LLCCallan Family Office, LLC
CRM
HubSpotUses it––
Digital Marketing
WealthReachUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Signaturefd, LLC: Schwab, Fidelity · Asset Preservation Advisors, LLC: Fidelity, Schwab, Pershing · Callan Family Office, LLC: Schwab