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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 Battery Global Advisors, LLC (swap one in):+ Key Investment Services LLC $8.88B · Brooklyn, OH+ Snowden Capital Advisors LLC $8.87B · New York, NY+ Icg Advisors, LLC $7.92B · Los Angeles, CA+ Fiduciary Trust International, LLC $7.67B · Lincoln, MA
Boston, MA
Boston, MA
Arden Hills, MN
Assets under management$8.37B$9.9B$8.84B
Asset growth, last 2 years+103%+25%+68%
Advisory staff121215
Individual clients6564326,803
Assets per client$128.8M$15.4M$330K
Clients per advisor5541,787
Main custodianFidelityReliance Trust CompanySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio–531

From each firm's latest Form ADV (Jun 2026, May 2026, Sep 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.

ToolBattery Global Advisors, LLCWelch & Forbes LLCGradient Investments, LLC
CRM
HubSpot–Uses it–

Custodians on Form ADV: Battery Global Advisors, LLC: Fidelity · Welch & Forbes LLC: Reliance Trust Company · Gradient Investments, LLC: Schwab, Shareholders Service Group, Inc., U.S. Bank, Newport Group, Inc., Nationwide Advisory Services, Inc.