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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 Tradewinds, LLC (swap one in):+ Bw & Associates, Inc. $692.8M · Orange, CA+ Covenant Asset Management, LLC $692.6M · Chester, NJ+ Epsilon Financial Group, Inc. $626.1M · Fairfield, CA+ Capital Advisers, Inc. $620M · Raleigh, NC
Raleigh, NC
Southfield, MI
Charlotte, NC
Assets under management$659.4M$692.7M$619.3M
Asset growth, last 2 years+172%+77%+39%
Advisory staff947
Individual clients495428259
Assets per client$1.3M$1.6M$2.4M
Clients per advisor5510737
Main custodianWells FargoSchwabSchwab
Filing with the SEC since202120192012 or earlier
Tools in their stack124
People on Advicer.bio1158

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

1 tool 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.

ToolTradewinds, LLCSkyoak WealthAlpha Financial Advisors, LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide–Uses itUses it
Portfolio Management
OrionUses itUses itUses it

Custodians on Form ADV: Tradewinds, LLC: Wells Fargo · Skyoak Wealth: Schwab · Alpha Financial Advisors, LLC: Schwab