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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 Briggs Wealth Management, Inc. (swap one in):+ Buttonwood Capital Management (Bcm) $380.8M · Scottsdale, AZ+ Goepper Burkhardt LLC $380.3M · Greenville, SC+ Bourne Lent Asset Managament, Inc. $343.9M · Pawling, NY+ Attessa Capital LLC $343.5M · Tucson, AZ
Glastonbury, CT
Miami, FL
Stamford, CT
Assets under management$362M$380.5M$340.5M
Asset growth, last 2 years+86%+62%+12%
Advisory staff285
Individual clients132345204
Assets per client$2.7M$1.1M$1.7M
Clients per advisor664341
Main custodianSchwabSchwabU.S. Bank
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–21
People on Advicer.bio352

From each firm's latest Form ADV (Feb 2026, Jan 2026, Mar 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.

ToolBriggs Wealth Management, Inc.Scala Capital LLCScholtz & Company, LLC
Performance Reporting
Addepar–Uses it–
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Briggs Wealth Management, Inc.: Schwab · Scala Capital LLC: Schwab · Scholtz & Company, LLC: U.S. Bank, Schwab, Raymond James