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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 Townsend (swap one in):+ Beam Wealth Advisors, Inc. $1.6B · Covington, LA+ Alta Capital Management LLC $1.6B · Salt Lake City, UT+ D'orazio Wealth Advisors $1.44B · Vienna, VA+ Campbell Newman Asset Management Inc $1.44B · Milwaukee, WI
Westminster, CO
Denver, CO
Manhattan, KS
Assets under management$1.52B$1.64B$1.6B
Asset growth, last 2 years+36%+448%+41%
Advisory staff113936
Individual clients1,5142,7341,281
Assets per client$1M$601K$1.2M
Clients per advisor1387036
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–11
People on Advicer.bio185037

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

ToolTownsendBuck Wealth Strategies, LLCCGN Advisors, LLC
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Townsend: Fidelity · Buck Wealth Strategies, LLC: Fidelity, Schwab · CGN Advisors, LLC: Schwab