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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):+ Jlb & Associates Inc $892.7M · Plymouth, MI+ Autopilot $892.4M · New York, NY+ Mayfair Advisory Group, LLC $806.4M · Birmingham, AL+ Compton Wealth Advisory Group, LLC $800.3M · Virginia Beach, VA
Alexandria, VA
Portland, ME
Zurich
Assets under management$849.3M$891.8M$891.8M
Asset growth, last 2 years−33%+8%+78%
Advisory staff363
Individual clients14042373
Assets per client$6.1M$2.1M$12.2M
Clients per advisor477124
Main custodianFidelitySchwabBank Julius Baer & Co. LTD.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio37–

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 CorporationHeadinvestSwisspartners Advisors
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Avenir Corporation: Fidelity · Headinvest: Schwab · Swisspartners Advisors: Bank Julius Baer & Co. LTD., Banque Pictet & Cie Sa, Pershing, Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers