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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 White Pine Investments (swap one in):+ Ridgewood Wealth Management LLC $25.2M · Southlake, TX+ Carolopolis Fiduciary Counsel, Inc. $25.2M+ Fondren Oaks Capital Management $22.8M · Dallas, TX+ Patriot Advisory Group $22.6M · Portsmouth, NH
Wolfeboro, NH
Assets under management$24M$25.2M$25.2M
Asset growth, last 2 years––−5%
Advisory staff111
Individual clients79183
Assets per client$304K$1.4M$8.4M
Clients per advisor79183
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Feb 2026, Aug 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: White Pine Investments: none listed · Green View Advisors LLC: none listed · Cdb Advisory & Consulting: Schwab