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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+ Avier Wealth Advisors $1.19B · Bellevue, WA
Phoenix, AZ
Denver, CO
Indianapolis, IN
Assets under management$1.25B$1.32B$1.32B
Asset growth, last 2 years+82%+16%+25%
Advisory staff2258
Individual clients3,500187306
Assets per client$358K$7M$4.3M
Clients per advisor1593738
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio6958

From each firm's latest Form ADV (Mar 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: Brookwood Investment Group: Schwab · Paragon Capital Management: Schwab · Wallington Asset Management: Schwab