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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
Lexington, KY
Assets under management$4.73B$5.02B$4.98B
Asset growth, last 2 years−20%+78%+72%
Advisory staff52559
Individual clients8,4761,8465,366
Assets per client$558K$2.7M$929K
Clients per advisor1,6957491
Main custodianSchwabPershingTransamerica Investors Securities Corporation
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack292
People on Advicer.bio234158

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 AdvisorsMeridian Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
HubSpotUses itUses it–
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Cash Management/Budgeting
Flourish–Uses it–
Client File Sharing
FutureVault–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
TAMP
Symmetry PartnersUses it––

Custodians on Form ADV: Symmetry Partners: Schwab, Axos Clearing, Alerus Financial , N.a. · Coastal Bridge Advisors: Pershing · Meridian Wealth Management, LLC: Transamerica Investors Securities Corporation, Schwab, Pershing