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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 Badgley Phelps Wealth Managers (swap one in):+ Oneseven $7.72B · Beachwood, OH+ Fiduciary Trust International, LLC $7.67B · Lincoln, MA+ Pgim Custom Harvest LLC $6.9B · Newark, NJ+ Prowell Financial Management, LLC $6.86B · Exton, PA
Seattle, WA
Seattle, WA
Erie, PA
Assets under management$7.28B$8.43B$7.66B
Asset growth, last 2 years+42%+53%+38%
Advisory staff265773
Individual clients1,2822,3947,344
Assets per client$5.7M$3.5M$1M
Clients per advisor4942101
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack331
People on Advicer.bio286674

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

1 tool 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.

ToolBadgley Phelps Wealth ManagersEmpirical Wealth ManagementHbks Wealth Advisors
CRM
HubSpotUses itUses itUses it
Envestnet TamaracUses itUses it–
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Badgley Phelps Wealth Managers: Schwab · Empirical Wealth Management: Schwab · Hbks Wealth Advisors: Schwab, Fidelity