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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 Brookwood Investment Group (swap one in):+ Professional Planning Group $1.32B · Westerly, RI+ Savoie Capital LLC $1.32B · Chicago, IL+ Moment Partners, LLC $1.19B · San Francisco, CA+ Aspire Growth Partners LLC $1.19B
Phoenix, AZ
Denver, CO
Bellevue, WA
Assets under management$1.25B$1.32B$1.19B
Asset growth, last 2 years+82%+16%+51%
Advisory staff22516
Individual clients3,500187583
Assets per client$358K$7M$2M
Clients per advisor1593736
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio69516

From each firm's latest Form ADV (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.

ToolBrookwood Investment GroupParagon Capital ManagementAvier Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Brookwood Investment Group: Schwab · Paragon Capital Management: Schwab · Avier Wealth Advisors: Schwab, Fidelity