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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 Arax Advisory Partners (swap one in):+ Tiedemann Advisors, LLC $31.01B · New York, NY+ Silvercrest Asset Management Group LLC $28.33B · New York, NY+ Lpl Enterprise, LLC $24.94B · Fort Mill, SC+ Belle Haven Investments, L.p. $24.74B · Rye Brook, NY
New York, NY
New York, NY
New York, NY
Assets under management$26.52B$5B$21.54B
Asset growth, last 2 years+1,744%+1,146%+19%
Advisory staff16810118
Individual clients15,1554,552146
Assets per client$1.8M$1.1M$147.5M
Clients per advisor90458
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–2–
People on Advicer.bio233214–

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

ToolArax Advisory PartnersSavvyEhrenkranz Partners L.p.
CRM
HubSpot–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Arax Advisory Partners: Schwab, Fidelity · Savvy: Schwab, Fidelity · Ehrenkranz Partners L.p.: Pershing