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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 Sivia Capital Partners, LLC (swap one in):+ Chequers Financial Management LLC $1.31B · San Francisco, CA+ Madison Partners $1.3B · Madison, WI+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Manhattan West Asset Management, LLC $1.16B · Los Angeles, CA
Mill Valley, CA
Anaheim, CA
Dallas, TX
Assets under management$1.24B$1.33B$1.3B
Asset growth, last 2 years+142%+41%+38%
Advisory staff2108
Individual clients551,5421,052
Assets per client$22.5M$861K$1.2M
Clients per advisor28154132
Main custodianSchwabSEISchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack2–4
People on Advicer.bio278

From each firm's latest Form ADV (Jun 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.

ToolSivia Capital Partners, LLCChatterton & AssociatesBeacon Financial Group
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
NDEX––Uses it
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Sivia Capital Partners, LLC: Schwab, Fidelity · Chatterton & Associates: SEI · Beacon Financial Group: Schwab, Fidelity