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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 Brighton Jones LLC (swap one in):+ Thrivent Investment Management Inc. $20.77B · Minneapolis, MN+ New Edge Wealth $19.93B · Stamford, CT+ We Family Offices $17.75B · Coral Gables, FL+ Geowealth Management LLC $17.57B · Chicago, IL
Seattle, WA
New York, NY
Westwood, NJ
Assets under management$18.88B$20.6B$17.68B
Asset growth, last 2 years+51%+14%+41%
Advisory staff15655106
Individual clients3,5852195,918
Assets per client$5.3M$94.1M$3M
Clients per advisor23456
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio162–135

From each firm's latest Form ADV (Oct 2026, Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Brighton Jones LLC: Fidelity · Offit Capital: Schwab · Modera Wealth Management, LLC: Schwab, Fidelity