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RIAs

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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+ Modera Wealth Management, LLC $17.68B · Westwood, NJ+ Geowealth Management LLC $17.57B · Chicago, IL
Seattle, WA
New York, NY
Coral Gables, FL
Assets under management$18.88B$20.6B$17.75B
Asset growth, last 2 years+51%+14%+28%
Advisory staff1565535
Individual clients3,585219112
Assets per client$5.3M$94.1M$158.5M
Clients per advisor2343
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio162–22

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

ToolBrighton Jones LLCOffit CapitalWe Family Offices
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Brighton Jones LLC: Fidelity · Offit Capital: Schwab · We Family Offices: none listed