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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 Singer Wealth Advisors LLC (swap one in):+ Cortland Associates Inc $958M · St. Louis, MO+ Mbr Financial $956.4M · Houston, TX+ Gill Capital Partners $862.4M · Denver, CO+ The High Net Worth Advisory Group, LLC $861.7M · Naples, FL
Boca Raton, FL
Tampa, FL
Athens, GA
Assets under management$910.6M$965.6M$864.9M
Asset growth, last 2 years+81%+54%+24%
Advisory staff18127
Individual clients948807933
Assets per client$961K$1.2M$927K
Clients per advisor5367133
Main custodianSchwabPershingRaymond James
Filing with the SEC since202120212012 or earlier
Tools in their stack3––
People on Advicer.bio25147

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

ToolSinger Wealth Advisors LLCUnique Wealth, LLCCarson Advisory Group
CRM
Envestnet TamaracUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Risk Tolerance
ToleriskUses it––

Custodians on Form ADV: Singer Wealth Advisors LLC: Schwab · Unique Wealth, LLC: Pershing · Carson Advisory Group: Raymond James