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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):+ Fiduciary Trust International, LLC $7.67B · Lincoln, MA+ Hbks Wealth Advisors $7.66B · Erie, PA+ Pgim Custom Harvest LLC $6.9B · Newark, NJ+ Prowell Financial Management, LLC $6.86B · Exton, PA
Seattle, WA
Seattle, WA
Beachwood, OH
Assets under management$7.28B$8.43B$7.72B
Asset growth, last 2 years+42%+53%+110%
Advisory staff265795
Individual clients1,2822,39415,787
Assets per client$5.7M$3.5M$489K
Clients per advisor4942166
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2016
Tools in their stack332
People on Advicer.bio2866120

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

ToolBadgley Phelps Wealth ManagersEmpirical Wealth ManagementOneseven
CRM
Envestnet TamaracUses itUses it–
HubSpotUses itUses it–
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Badgley Phelps Wealth Managers: Schwab · Empirical Wealth Management: Schwab · Oneseven: Schwab, Nationwide Trust Company, Raymond James, Fidelity, Axos Clearing