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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):+ Htg Investment Advisors Inc $1.11B · New Canaan, CT+ Bearing Point Capital $1.11B · Richfield, MN+ Bluesky Wealth Advisors, LLC $1B · New Bern, NC+ Hudock Capital Group $1B · Williamsport, PA
Northbrook, IL
Yakima, WA
Assets under management$1.06B$1.11B$1.11B
Asset growth, last 2 years+40%+30%+50%
Advisory staff926
Individual clients622189993
Assets per client$1.7M$5.9M$1.1M
Clients per advisor6995166
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack4–3
People on Advicer.bio736

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 LLCCapital Advisors Wealth Management
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Advisor Lead Gen
SmartAssetUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Acuity SchedulingUses it––

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