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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 Weik Capital Management (swap one in):+ Cherry Creek Investment Advisors Inc $351.9M · Englewood, CO+ Lfa $351.5M · St. Cloud, MN+ Tower View Wealth Management LLC $317.9M+ Three Cord True Wealth Management, LLC $317.9M · Beaver, PA
Wyomissing, PA
Center Valley, PA
Boston, MA
Assets under management$334.7M$355.7M$352.1M
Asset growth, last 2 years+21%+10%+7%
Advisory staff635
Individual clients1806546
Assets per client$1.9M$5.5M$7.7M
Clients per advisor30229
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––1
People on Advicer.bio636

From each firm's latest Form ADV (Mar 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.

ToolWeik Capital ManagementArgyle Capital Management, LLCClarendon Private LLC
CRM
HubSpot––Uses it

Custodians on Form ADV: Weik Capital Management: Schwab · Argyle Capital Management, LLC: Schwab, Merrill · Clarendon Private LLC: Schwab