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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 Wealthcollab (swap one in):+ Curry Webb Wealth Management LLC $332.4M · Indianapolis, IN+ Central Pine Capital, LLC $332.4M · Cedarhurst, NY+ Alliant Securities, Inc. Turner, Nord, Kienbaum $300M · Liberty Lake, WA+ Hamrick Investment Counsel, LLC $299.2M · Seattle, WA
Bellevue, WA
Modesto, CA
Seattle, WA
Assets under management$316.2M$332.4M$300.2M
Asset growth, last 2 years+143%+50%+91%
Advisory staff125
Individual clients68988130
Assets per client$4.7M$336K$2.3M
Clients per advisor6849426
Main custodianSchwabSchwab–
Filing with the SEC since202120212023
Tools in their stack––3
People on Advicer.bio136

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

ToolWealthcollabOliveira WealthCloud Capital Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Wealthcollab: Schwab · Oliveira Wealth: Schwab · Cloud Capital Management: none listed