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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 Symmetry Partners (swap one in):+ Advance Capital Management Inc $4.98B · Southfield, MI+ Northcoast Asset Management LLC $4.97B · Stamford, CT+ Clifford Swan Investment Counselors $4.48B · Pasadena, CA+ Connecticut Wealth Management, LLC $4.48B · Farmington, CT
Glastonbury, CT
Westport, CT
Auburn, IN
Assets under management$4.73B$5.02B$4.46B
Asset growth, last 2 years−20%+78%+87%
Advisory staff52573
Individual clients8,4761,8464,553
Assets per client$558K$2.7M$981K
Clients per advisor1,6957462
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack293
People on Advicer.bio234180

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

ToolSymmetry PartnersCoastal Bridge AdvisorsCx Institutional, LLC
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
HubSpotUses itUses it–
Envestnet Tamarac–Uses it–
Cash Management/Budgeting
Flourish–Uses it–
Client File Sharing
FutureVault–Uses it–
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses itUses it
TAMP
Symmetry PartnersUses it––

Custodians on Form ADV: Symmetry Partners: Schwab, Axos Clearing, Alerus Financial , N.a. · Coastal Bridge Advisors: Pershing · Cx Institutional, LLC: Schwab, LPL Financial