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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 Avenir Corporation (swap one in):+ Autopilot $892.4M · New York, NY+ Swisspartners Advisors $891.8M · Zurich+ Mayfair Advisory Group, LLC $806.4M · Birmingham, AL+ Droms Strauss Wealth Management $806.3M · St. Louis, MO
Alexandria, VA
Portland, ME
Virginia Beach, VA
Assets under management$849.3M$891.8M$800.3M
Asset growth, last 2 years−33%+8%+26%
Advisory staff363
Individual clients140423204
Assets per client$6.1M$2.1M$3.9M
Clients per advisor477168
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack1––
People on Advicer.bio373

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

ToolAvenir CorporationHeadinvestCompton Wealth Advisory Group, LLC
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Avenir Corporation: Fidelity · Headinvest: Schwab · Compton Wealth Advisory Group, LLC: Schwab