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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+ Bluesky Wealth Advisors, LLC $1B · New Bern, NC+ Hudock Capital Group $1B · Williamsport, PA
Northbrook, IL
New Canaan, CT
Assets under management$1.06B$1.11B$1.11B
Asset growth, last 2 years+40%+30%+30%
Advisory staff9212
Individual clients622189377
Assets per client$1.7M$5.9M$3M
Clients per advisor699531
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack4–3
People on Advicer.bio7312

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

ToolWorthpointeArthur M. Cohen & Associates LLCHtg Investment Advisors Inc
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Schedule Apps
Acuity SchedulingUses it––
Calendly––Uses it
Advisor Lead Gen
SmartAssetUses it––
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Worthpointe: Schwab · Arthur M. Cohen & Associates LLC: Pershing · Htg Investment Advisors Inc: Schwab, Fidelity