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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
West Conshohocken, PA
Assets under management$7.57B$8.01B$7.1B
Asset growth, last 2 years+10%+53%+12%
Advisory staff16107
Individual clients17210,546155
Assets per client$44M$759K$45.8M
Clients per advisor111,05522
Main custodianFidelityAxos ClearingJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio17236

From each firm's latest Form ADV (Mar 2026, Jun 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.

ToolBrown AdvisoryHoward Capital Management, LLCMiller Investment Management, LP
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Brown Advisory: Fidelity, Schwab, BNY · Howard Capital Management, LLC: Axos Clearing, Fidelity, Pershing · Miller Investment Management, LP: J.P. Morgan, Pershing, Bank of America Private Bank