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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 Brown Advisory (swap one in):+ Crestwood Advisors $8.02B · Boston, MA+ RFG Advisory $7.97B · Vestavia Hills, AL+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ Cassaday & Company, Inc. $7.14B · Mclean, VA
Norfolk, VA
Alpharetta, GA
Brookfield, WI
Assets under management$7.57B$8.01B$8.05B
Asset growth, last 2 years+10%+53%+58%
Advisory staff161074
Individual clients17210,5466,710
Assets per client$44M$759K$1.2M
Clients per advisor111,05591
Main custodianFidelityAxos ClearingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio172399

From each firm's latest Form ADV (Mar 2026, Jun 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: Brown Advisory: Fidelity, Schwab, BNY · Howard Capital Management, LLC: Axos Clearing, Fidelity, Pershing · Annex Wealth Management, LLC: Schwab, Fidelity