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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 Canopy Partners (swap one in):+ Mcmillan Office, Inc. $913.7M · St. Clair Shores, MI+ Briaud Financial Advisors $912.8M · College Station, TX+ Kershner, Grosso & Co. $825.5M · Saratoga Spring, NY+ Fortis Group Advisors LLC $822.4M · Westwood, NJ
Cincinnati, OH
Salem, VA
Platteville, WI
Assets under management$869M$913.6M$914M
Asset growth, last 2 years+46%+29%+79%
Advisory staff389
Individual clients83911,154
Assets per client$108.6M$2.3M$792K
Clients per advisor349128
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2020
Tools in their stack111
People on Advicer.bio3715

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

ToolCanopy PartnersPartners in Financial Planning, LLCRosemeyer Management Group
Custodial Platform
Charles Schwab––Uses it
Family Office Portal
SummitasUses it––
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Canopy Partners: Schwab · Partners in Financial Planning, LLC: Schwab · Rosemeyer Management Group: Schwab