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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):+ Keen Wealth Advisors $1.23B · Overland Park, KS+ Baron Silver Stevens Financial Advisors, LLC $1.2B · Boca Raton, FL+ Corvus Wealth Advisors LLC $1.08B · Templeton, CA+ Trebuchet Consulting, LLC $1.08B · Pittsburgh, PA
Overland Park, KS
San Diego, CA
Augusta, GA
Assets under management$1.14B$1.2B$1.2B
Asset growth, last 2 years+47%+86%+75%
Advisory staff9198
Individual clients7925741,940
Assets per client$1.4M$2.1M$616K
Clients per advisor8830243
Main custodianWells FargoSchwabSchwab
Filing with the SEC since201520182012 or earlier
Tools in their stack–22
People on Advicer.bio10198

From each firm's latest Form ADV (Aug 2026, Sep 2026, Feb 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 AdvisoryRichard Young Advisors
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it

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