Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Fort Mill, SC
Assets under management$26.52B$5B$24.94B
Asset growth, last 2 years+1,744%+1,146%–
Advisory staff1681014,492
Individual clients15,1554,552102,071
Assets per client$1.8M$1.1M$244K
Clients per advisor904523
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20222024
Tools in their stack–29
People on Advicer.bio2332141709

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 PartnersSavvyLpl Enterprise, LLC
CRM
HubSpot–Uses it–
Salesforce––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Client Meeting Support
Jump––Uses it
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Estate Planning
Trust & Will––Uses it
Financial Planning
eMoney––Uses it
Investment Data/Analytics
Kwanti––Uses it
Proposal Generation/Sales Enablement
Exhibit A––Uses it
Tax Planning
Holistiplan––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Arax Advisory Partners: Schwab, Fidelity · Savvy: Schwab, Fidelity · Lpl Enterprise, LLC: none listed