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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 Worthpointe (swap one in):+ Capital Advisors Wealth Management $1.11B · Yakima, WA+ Bearing Point Capital $1.11B · Richfield, MN+ Hudock Capital Group $1B · Williamsport, PA+ Everest Financial Group $1B · Minneapolis, MN
Northbrook, IL
New Bern, NC
Assets under management$1.06B$1.11B$1B
Asset growth, last 2 years+40%+30%+64%
Advisory staff929
Individual clients622189350
Assets per client$1.7M$5.9M$2.9M
Clients per advisor699539
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4–2
People on Advicer.bio7310

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

ToolWorthpointeArthur M. Cohen & Associates LLCBluesky Wealth Advisors, LLC
Advisor Lead Gen
SmartAssetUses it––
CRM
HubSpotUses it–Uses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Worthpointe: Schwab · Arthur M. Cohen & Associates LLC: Pershing · Bluesky Wealth Advisors, LLC: Schwab