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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 Unison (swap one in):+ Coastedge Partners, LLC $2.14B · San Diego, CA+ Pinnacle Advisors $2.14B · Mansfield, OH+ Novare Capital Management $1.92B · Charlotte, NC+ Dt Investment Partners, LLC $1.91B · Chadds Ford, PA
Providence, RI
New York, NY
Princeton, NJ
Assets under management$2.02B$2.14B$2.13B
Asset growth, last 2 years+8%+84%+51%
Advisory staff195
Individual clients95257544
Assets per client$21.3M$8.3M$3.9M
Clients per advisor9529109
Main custodianNorthern TrustSchwabSchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack–14
People on Advicer.bio1105

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

ToolUnisonNext Capital Management LLCRoundview Capital, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Unison: Northern Trust, Schwab · Next Capital Management LLC: Schwab · Roundview Capital, LLC: Schwab, Fidelity