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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+ Compton Wealth Advisory Group, LLC $800.3M · Virginia Beach, VA
Alexandria, VA
Portland, ME
St. Louis, MO
Assets under management$849.3M$891.8M$806.3M
Asset growth, last 2 years−33%+8%+19%
Advisory staff365
Individual clients140423412
Assets per client$6.1M$2.1M$2M
Clients per advisor477182
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio375

From each firm's latest Form ADV (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.

ToolAvenir CorporationHeadinvestDroms Strauss Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Avenir Corporation: Fidelity · Headinvest: Schwab · Droms Strauss Wealth Management: Schwab