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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 Builder Investment Group (swap one in):+ Greatmark Investment Partners, Inc. $1.02B · Columbus, GA+ West Paces Advisors, Inc. $1.01B · Atlanta, GA+ Convergence Financial $904M · Columbia, MO+ Mengis Capital Management, Inc. $903.5M · Portland, OR
Atlanta, GA
Gainesville, GA
Cincinnati, OH
Assets under management$952.5M$1.01B$903M
Asset growth, last 2 years+26%+57%+2%
Advisory staff41814
Individual clients1741,238877
Assets per client$5.5M$819K$1M
Clients per advisor446963
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier20152013
Tools in their stack–––
People on Advicer.bio31813

From each firm's latest Form ADV (Mar 2026, Aug 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: Builder Investment Group: Schwab, Fidelity · Jt Stratford, LLC: Schwab · Formidable Asset Management, LLC: Raymond James, LPL Financial, Schwab