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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):+ West Paces Advisors, Inc. $1.01B · Atlanta, GA+ Seeds $1B · New York, NY+ Convergence Financial $904M · Columbia, MO+ Mengis Capital Management, Inc. $903.5M · Portland, OR
Atlanta, GA
Gainesville, GA
Columbus, GA
Assets under management$952.5M$1.01B$1.02B
Asset growth, last 2 years+26%+57%+28%
Advisory staff4184
Individual clients1741,238420
Assets per client$5.5M$819K$2.4M
Clients per advisor4469105
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack––2
People on Advicer.bio3184

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

ToolBuilder Investment GroupJt Stratford, LLCGreatmark Investment Partners, Inc.
CRM
SS&C Black Diamond––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Builder Investment Group: Schwab, Fidelity · Jt Stratford, LLC: Schwab · Greatmark Investment Partners, Inc.: Schwab