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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 Wealthmark, LLC (swap one in):+ Strategic Probability Partners, LLC $138.6M+ Constantine Barry Asset Management (Cbam) $138.6M · New York, NY+ Harborview Asset Management LLC $124.7M · Gig Harbor, WA+ Surience Private Wealth LLC $124M · Yakima, WA
Bellingham, WA
Murfreesboro, TN
Atlanta, GA
Assets under management$132M$138.6M$125.3M
Asset growth, last 2 years+36%––
Advisory staff212
Individual clients12320281
Assets per client$1.1M$686K$1.5M
Clients per advisor6220241
Main custodianAxos ClearingFidelitySchwab
Filing with the SEC since202120242024
Tools in their stack1–1
People on Advicer.bio222

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

ToolWealthmark, LLCHull Wealth ManagementBerkeley Advisors, Inc.
Custodial Platform
AxosUses it––
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Wealthmark, LLC: Axos Clearing · Hull Wealth Management: Fidelity · Berkeley Advisors, Inc.: Schwab