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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 Waterfront Wealth Inc. (swap one in):+ Baron Silver Stevens Financial Advisors, LLC $1.2B · Boca Raton, FL+ Richard Young Advisors $1.2B · Augusta, GA+ Corvus Wealth Advisors LLC $1.08B · Templeton, CA+ Trebuchet Consulting, LLC $1.08B · Pittsburgh, PA
Overland Park, KS
San Diego, CA
Overland Park, KS
Assets under management$1.14B$1.2B$1.23B
Asset growth, last 2 years+47%+86%+66%
Advisory staff91930
Individual clients7925741,014
Assets per client$1.4M$2.1M$1.2M
Clients per advisor883034
Main custodianWells FargoSchwabSchwab
Filing with the SEC since201520182014
Tools in their stack–22
People on Advicer.bio101922

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

ToolWaterfront Wealth Inc.Centura Wealth AdvisoryKeen Wealth Advisors
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Performance Reporting
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Waterfront Wealth Inc.: Wells Fargo · Centura Wealth Advisory: Schwab · Keen Wealth Advisors: Schwab