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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
Saint Louis, MO
Assets under management$7.14B$7.57B$6.72B
Asset growth, last 2 years+77%+10%−7%
Advisory staff321625
Individual clients3,14217214,486
Assets per client$2.3M$44M$464K
Clients per advisor9811579
Main custodianPershingFidelityStifel
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio47178

From each firm's latest Form ADV (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

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 AdvisoryConfluence Investment Management LLC
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Cassaday & Company, Inc.: Pershing · Brown Advisory: Fidelity, Schwab, BNY · Confluence Investment Management LLC: Stifel, Wells Fargo, Robert W. Baird & Co. Incorporated, Pershing