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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):+ Avantax Planning Partners, Inc. $7.57B · Dubuque, IA+ 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
Reno, NV
Assets under management$7.14B$7.57B$7.58B
Asset growth, last 2 years+77%+10%+76%
Advisory staff3216151
Individual clients3,1421727,321
Assets per client$2.3M$44M$1M
Clients per advisor981148
Main custodianPershingFidelitySchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio4717164

From each firm's latest Form ADV (Mar 2026, May 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: Cassaday & Company, Inc.: Pershing · Brown Advisory: Fidelity, Schwab, BNY · Belpointe Asset Management LLC: Schwab, Fidelity