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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 Assetgrade, LLC (swap one in):+ Hanover Advisors, Inc $354.9M · Seneca, SC+ Resurgent Advisors $354.7M · Atlanta, GA+ Awm Financial Services Inc. $320.6M · The Woodlands, TX+ Sawyer & Co Inc $320.1M · Boston, MA
Boston, MA
Mobile, AL
Huntington Beach, CA
Assets under management$337.7M$354.8M$354.9M
Asset growth, last 2 years+33%+41%+43%
Advisory staff322
Individual clients165585420
Assets per client$2M$606K$845K
Clients per advisor55293210
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack3–2
People on Advicer.bio332

From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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.

ToolAssetgrade, LLCWilliams Financial GroupClay Northam Wealth Management
Custodial Platform
VanguardUses it––
Digital Marketing
Snappy KrakenUses it––
Performance Reporting
AssetBook––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Assetgrade, LLC: Fidelity · Williams Financial Group: Schwab · Clay Northam Wealth Management: Schwab