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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 A.g.p / Alliance Global Partners (swap one in):+ Colter Lewis Investment Partners, LLC $3.41B · Greenwich, CT+ Svb Wealth $3.1B · Boston, MA+ Titleist Asset Management $2.79B · San Antonio, TX+ Main Street Research LLC $2.68B · Lakeville, CT
Westport, CT
Madison, CT
Wethersfield, CT
Assets under management$2.95B$3.2B$2.78B
Asset growth, last 2 years+74%+44%+135%
Advisory staff1442236
Individual clients7,3181,1736,038
Assets per client$402K$2.7M$461K
Clients per advisor5153168
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier20172014
Tools in their stack–1–
People on Advicer.bio1312127

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

ToolA.g.p / Alliance Global PartnersPrinciple WealthJohnson Brunetti
Custodial Platform
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: A.g.p / Alliance Global Partners: Fidelity, RBC · Principle Wealth: Fidelity · Johnson Brunetti: Fidelity