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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 Advisor.com (swap one in):+ Palisade Wealth Management $133.2M · Draper, UT+ Acadia Legacy Group $133.2M · Clive, IA+ Trott Brook Financial $120.5M · Anoka, MN+ Hms Financial Services, LLC $118.5M · Columbia, SC
Charleston, SC
Rock Hill, SC
Albany, NY
Assets under management$126.8M$133.6M$133.3M
Asset growth, last 2 years+118%+307%–
Advisory staff337
Individual clients426166385
Assets per client$298K$805K$346K
Clients per advisor1425555
Main custodianAltruist–Schwab
Filing with the SEC since20232012 or earlier2024
Tools in their stack3–1
People on Advicer.bio338

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

ToolAdvisor.comAnderson Griggs InvestmentsBlue Jean Financial LLC
Advisor Lead Gen
Advisor.comUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Advisor.com: Altruist · Anderson Griggs Investments: none listed · Blue Jean Financial LLC: Schwab