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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 Cassaday & Company, Inc. (swap one in):+ Belpointe Asset Management LLC $7.58B · Reno, NV+ Jmg Financial Group LTD $7.5B · Downers Grove, IL+ Wedbush Securities Inc. $6.75B · Pasadena, CA+ The Bollard Group LLC $6.72B · Boston, MA
Mclean, VA
Norfolk, VA
Dubuque, IA
Assets under management$7.14B$7.57B$7.57B
Asset growth, last 2 years+77%+10%+19%
Advisory staff3216200
Individual clients3,1421727,515
Assets per client$2.3M$44M$1M
Clients per advisor981138
Main custodianPershingFidelitySchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio471710

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

ToolCassaday & Company, Inc.Brown AdvisoryAvantax Planning Partners, Inc.
Custodial Platform
AdviceWorks––Uses it
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Cassaday & Company, Inc.: Pershing · Brown Advisory: Fidelity, Schwab, BNY · Avantax Planning Partners, Inc.: Schwab, Fidelity