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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 Bolton Global Asset Management (swap one in):+ Snowden Capital Advisors LLC $8.87B · New York, NY+ Arkadios Wealth Advisors $8.79B · Atlanta, GA+ Fiduciary Trust International, LLC $7.67B · Lincoln, MA+ The Bollard Group LLC $6.72B · Boston, MA
Bolton, MA
Boston, MA
Arden Hills, MN
Assets under management$8.28B$9.9B$8.84B
Asset growth, last 2 years+41%+25%+68%
Advisory staff1101215
Individual clients5,56664326,803
Assets per client$1.5M$15.4M$330K
Clients per advisor51541,787
Main custodianPershingReliance Trust CompanySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio150531

From each firm's latest Form ADV (Mar 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.

ToolBolton Global Asset ManagementWelch & Forbes LLCGradient Investments, LLC
CRM
HubSpot–Uses it–

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