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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
New York, NY
Assets under management$952.5M$1.01B$1B
Asset growth, last 2 years+26%+57%+505%
Advisory staff4185
Individual clients1741,238937
Assets per client$5.5M$819K$1.1M
Clients per advisor4469187
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2015–
Tools in their stack–––
People on Advicer.bio3183

From each firm's latest Form ADV (Mar 2026, Jul 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 · Seeds: Fidelity