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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+ Berkeley Advisors, Inc. $125.3M · Atlanta, GA+ Harborview Asset Management LLC $124.7M · Gig Harbor, WA
Bellingham, WA
Murfreesboro, TN
Yakima, WA
Assets under management$132M$138.6M$124M
Asset growth, last 2 years+36%–+11%
Advisory staff212
Individual clients123202148
Assets per client$1.1M$686K$838K
Clients per advisor6220274
Main custodianAxos ClearingFidelityWells Fargo
Filing with the SEC since202120242021
Tools in their stack1––
People on Advicer.bio222

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

ToolWealthmark, LLCHull Wealth ManagementSurience Private Wealth LLC
Custodial Platform
AxosUses it––

Custodians on Form ADV: Wealthmark, LLC: Axos Clearing · Hull Wealth Management: Fidelity · Surience Private Wealth LLC: Wells Fargo