Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Baker Street Advisors, LLC $20.77B · San Francisco, CA+ New Edge Wealth $19.93B · Stamford, CT+ We Family Offices $17.75B · Coral Gables, FL+ Modera Wealth Management, LLC $17.68B · Westwood, NJ
Seattle, WA
New York, NY
Minneapolis, MN
Assets under management$18.88B$20.6B$20.77B
Asset growth, last 2 years+51%+14%+40%
Advisory staff156552,963
Individual clients3,585219124,646
Assets per client$5.3M$94.1M$167K
Clients per advisor23442
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio162–1695

From each firm's latest Form ADV (Oct 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

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 · Thrivent Investment Management Inc.: none listed