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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+ Callan Family Office, LLC $10.21B · Radnor, PA+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Arkadios Wealth Advisors $8.79B · Atlanta, GA
Atlanta, GA
Atlanta, GA
New York, NY
Assets under management$9.68B$11.05B$10.24B
Asset growth, last 2 years+34%+60%+15%
Advisory staff502035
Individual clients1,8912,7471,159
Assets per client$5.1M$4M$8.8M
Clients per advisor3813733
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack411
People on Advicer.bio491232

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, LLCTocqueville Asset Management LP
Client File Sharing
FutureVault––Uses it
CRM
HubSpotUses it––
Digital Marketing
WealthReachUses it––
Financial Planning
eMoneyUses 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 · Tocqueville Asset Management LP: Pershing, Northern Trust