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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 The Clifford Group LLC (swap one in):+ Keystone Asset Management, Inc. $261M · Mclean, VA+ Prevail Wealth Management $260.8M · Kirkland, WA+ Heritage Financial Counselors, LLC $235.9M · Bedminster, NJ+ Bamboo Wealth Strategies $235.7M · San Diego, CA
Wayland, MA
Jacksonville, FL
Leawood, KS
Assets under management$248.3M$260.8M$260.7M
Asset growth, last 2 years+49%+41%+23%
Advisory staff353
Individual clients26136386
Assets per client$951K$718K$3M
Clients per advisor877329
Main custodianFidelitySchwabSchwab
Filing with the SEC since20222012 or earlier2020
Tools in their stack13–
People on Advicer.bio253

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

ToolThe Clifford Group LLCTrustwell Financial Advisors, LLCViawealth, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: The Clifford Group LLC: Fidelity · Trustwell Financial Advisors, LLC: Schwab · Viawealth, LLC: Schwab