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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
Memphis, TN
Assets under management$1.14B$1.2B$1.08B
Asset growth, last 2 years+47%+86%+27%
Advisory staff9196
Individual clients792574515
Assets per client$1.4M$2.1M$2.1M
Clients per advisor883086
Main custodianWells FargoSchwabSchwab
Filing with the SEC since201520182012 or earlier
Tools in their stack–21
People on Advicer.bio10196

From each firm's latest Form ADV (Aug 2026, Sep 2026, Oct 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 AdvisorySummit Asset Management LLC
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Client File Sharing
Box–Uses it–

Custodians on Form ADV: Waterfront Wealth Inc.: Wells Fargo · Centura Wealth Advisory: Schwab · Summit Asset Management LLC: Schwab