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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+ Belle Haven Investments, L.p. $24.74B · Rye Brook, NY+ Ehrenkranz Partners L.p. $21.54B · New York, NY
New York, NY
New York, NY
San Francisco, CA
Assets under management$26.52B$5B$16.01B
Asset growth, last 2 years+1,744%+1,146%+634%
Advisory staff168101252
Individual clients15,1554,55214,593
Assets per client$1.8M$1.1M$1.1M
Clients per advisor904558
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20222019
Tools in their stack–27
People on Advicer.bio233214336

From each firm's latest Form ADV (Aug 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.

ToolArax Advisory PartnersSavvyFarther
Prospecting
Poseidon––Uses it
Wealthfeed––Uses it
Account Aggregation
Plaid––Uses it
Client Data Gathering
TaxStatus––Uses it
CRM
HubSpot–Uses itUses it
Estate Planning
EncorEstate Plans––Uses it
Planning Support
advice.ai––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Arax Advisory Partners: Schwab, Fidelity · Savvy: Schwab, Fidelity · Farther: Schwab, Fidelity, Pershing