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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+ Carson Advisory Group $864.9M · Athens, GA+ The High Net Worth Advisory Group, LLC $861.7M · Naples, FL
Boca Raton, FL
Tampa, FL
Denver, CO
Assets under management$910.6M$965.6M$862.4M
Asset growth, last 2 years+81%+54%+20%
Advisory staff181210
Individual clients948807434
Assets per client$961K$1.2M$2M
Clients per advisor536743
Main custodianSchwabPershingSchwab
Filing with the SEC since202120212012 or earlier
Tools in their stack3–4
People on Advicer.bio251410

From each firm's latest Form ADV (Jul 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.

ToolSinger Wealth Advisors LLCUnique Wealth, LLCGill Capital Partners
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Risk Tolerance
ToleriskUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Singer Wealth Advisors LLC: Schwab · Unique Wealth, LLC: Pershing · Gill Capital Partners: Schwab