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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):+ Goldman Sachs Wealth Services, L.p. $31.69B · Cohoes, NY+ Tiedemann Advisors, LLC $31.01B · 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
New York, NY
Assets under management$26.52B$5B$28.33B
Asset growth, last 2 years+1,744%+1,146%−15%
Advisory staff16810192
Individual clients15,1554,5521,081
Assets per client$1.8M$1.1M$26.2M
Clients per advisor904512
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–2–
People on Advicer.bio23321428

From each firm's latest Form ADV (Aug 2026, Oct 2026, Mar 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 PartnersSavvySilvercrest Asset Management Group LLC
CRM
HubSpot–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Arax Advisory Partners: Schwab, Fidelity · Savvy: Schwab, Fidelity · Silvercrest Asset Management Group LLC: Pershing, Schwab