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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 Belpointe Asset Management LLC (swap one in):+ Annex Wealth Management, LLC $8.05B · Brookfield, WI+ RFG Advisory $7.97B · Vestavia Hills, AL+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ The Wealth Consulting Group $6.28B · Las Vegas, NV
Reno, NV
Alpharetta, GA
Boston, MA
Assets under management$7.58B$8.01B$8.02B
Asset growth, last 2 years+76%+53%+41%
Advisory staff1511056
Individual clients7,32110,5461,106
Assets per client$1M$759K$7.3M
Clients per advisor481,05520
Main custodianSchwabAxos ClearingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–––
People on Advicer.bio1642340

From each firm's latest Form ADV (May 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: Belpointe Asset Management LLC: Schwab, Fidelity · Howard Capital Management, LLC: Axos Clearing, Fidelity, Pershing · Crestwood Advisors: Fidelity, Schwab