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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 Apella Wealth (swap one in):+ Forvis Mazars Wealth Advisors, LLC $12.01B · Springfield, MO+ Greenhaven Associates Inc $11.66B · Purchase, NY+ Parallel Advisors, LLC $10.31B · San Francisco, CA+ Bradley Foster & Sargent Inc $9.07B · Hartford, CT
West Hartford, CT
Austin, TX
Zurich
Assets under management$11.07B$11.88B$11.94B
Asset growth, last 2 years+230%+62%+33%
Advisory staff8810360
Individual clients8,1395,4462,325
Assets per client$1.4M$2.2M$5.1M
Clients per advisor925339
Main custodianSchwabSchwabBank Vontobel Ag
Filing with the SEC since201420202012 or earlier
Tools in their stack1––
People on Advicer.bio1081185

From each firm's latest Form ADV (Sep 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.

ToolApella WealthHub Investment Partners, LLCVontobel Swiss Financial Advisers
CRM
HubSpotUses it––

Custodians on Form ADV: Apella Wealth: Schwab · Hub Investment Partners, LLC: Schwab, Fidelity · Vontobel Swiss Financial Advisers: Bank Vontobel Ag