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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 Calydon Capital, LLC (swap one in):+ St. Germain Investment Management $3.79B · Springfield, MA+ Fas Wealth Partners, Inc. $3.78B · Leawood, KS+ Colony Family Offices, LLC $3.36B · Charlotte, NC+ Red Door Wealth Management, LLC $3.09B · Memphis, TN
Memphis, TN
Brentwood, TN
Needham, MA
Assets under management$3.58B$4.04B$3.76B
Asset growth, last 2 years+25%+39%+38%
Advisory staff43115
Individual clients2822,5201,898
Assets per client$12.7M$1.6M$2M
Clients per advisor7181127
Main custodianFidelityFidelityFidelity
Filing with the SEC since20162012 or earlier2022
Tools in their stack–––
People on Advicer.bio73416

From each firm's latest Form ADV (Apr 2026, Mar 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: Calydon Capital, LLC: Fidelity, Schwab · Thoroughbred Financial Services, LLC: Fidelity · Beaumont Financial Partners: Fidelity