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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):+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ 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
Seneca, SC
Assets under management$337.7M$354.8M$354.9M
Asset growth, last 2 years+33%+41%+17%
Advisory staff322
Individual clients165585242
Assets per client$2M$606K$1.5M
Clients per advisor55293121
Main custodianFidelitySchwabPershing
Filing with the SEC since202020202012 or earlier
Tools in their stack3––
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 GroupHanover Advisors, Inc
Custodial Platform
VanguardUses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Assetgrade, LLC: Fidelity · Williams Financial Group: Schwab · Hanover Advisors, Inc: Pershing