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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):+ Wallington Asset Management $1.32B · Indianapolis, IN+ Professional Planning Group $1.32B · Westerly, RI+ Moment Partners, LLC $1.19B · San Francisco, CA+ Avier Wealth Advisors $1.19B · Bellevue, WA
Phoenix, AZ
Denver, CO
Chicago, IL
Assets under management$1.25B$1.32B$1.32B
Asset growth, last 2 years+82%+16%+19%
Advisory staff2253
Individual clients3,50018712
Assets per client$358K$7M$109.6M
Clients per advisor159374
Main custodianSchwabSchwabMerrill
Filing with the SEC since20212012 or earlier2013
Tools in their stack–––
People on Advicer.bio695–

From each firm's latest Form ADV (Mar 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

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

Custodians on Form ADV: Brookwood Investment Group: Schwab · Paragon Capital Management: Schwab · Savoie Capital LLC: Merrill, Schwab, RBC