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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+ Alpha Financial Advisors, LLC $619.3M · Charlotte, NC
Raleigh, NC
Southfield, MI
Raleigh, NC
Assets under management$659.4M$692.7M$620M
Asset growth, last 2 years+172%+77%+72%
Advisory staff942
Individual clients495428610
Assets per client$1.3M$1.6M$1M
Clients per advisor55107305
Main custodianWells FargoSchwabSchwab
Filing with the SEC since202120192012 or earlier
Tools in their stack121
People on Advicer.bio1154

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

ToolTradewinds, LLCSkyoak WealthCapital Advisers, Inc.
CRM
Envestnet Tamarac––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Tradewinds, LLC: Wells Fargo · Skyoak Wealth: Schwab · Capital Advisers, Inc.: Schwab, E*Trade Securities LLC