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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):+ Snowden Capital Advisors LLC $8.87B · New York, NY+ Gradient Investments, LLC $8.84B · Arden Hills, MN+ Icg Advisors, LLC $7.92B · Los Angeles, CA+ Fiduciary Trust International, LLC $7.67B · Lincoln, MA
Boston, MA
Boston, MA
Columbus, OH
Assets under management$8.37B$9.9B$7.89B
Asset growth, last 2 years+103%+25%+52%
Advisory staff1212415
Individual clients6564342,153
Assets per client$128.8M$15.4M$187K
Clients per advisor554102
Main custodianFidelityReliance Trust CompanyFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio–5428

From each firm's latest Form ADV (Jun 2026, May 2026, Aug 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 LLCHuntington Financial Advisors
CRM
HubSpot–Uses it–

Custodians on Form ADV: Battery Global Advisors, LLC: Fidelity · Welch & Forbes LLC: Reliance Trust Company · Huntington Financial Advisors: Fidelity