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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 Basso Capital Management, L.p. (swap one in):+ Sagewood Asset Management LP $2.7B · New York, NY+ Npf Investment Advisors $2.69B · Grand Rapids, MI+ Requisite Capital Management LLC $2.43B · Dallas, TX+ Ethos Financial Group, LLC $2.42B · King Of Prussia, PA
Stamford, CT
Wethersfield, CT
Montreal
Assets under management$2.56B$2.78B$2.7B
Asset growth, last 2 years+59%+135%+54%
Advisory staff6366
Individual clients1146,0384,408
Assets per client$22.4M$461K$613K
Clients per advisor19168735
Main custodianPershingFidelityNational Bank Financial Inc.
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack–––
People on Advicer.bio2273

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Basso Capital Management, L.p.: Pershing · Johnson Brunetti: Fidelity · Giverny Capital: National Bank Financial Inc.