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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+ Avantax Planning Partners, Inc. $7.57B · Dubuque, IA+ Wedbush Securities Inc. $6.75B · Pasadena, CA+ The Bollard Group LLC $6.72B · Boston, MA
Mclean, VA
Norfolk, VA
Downers Grove, IL
Assets under management$7.14B$7.57B$7.5B
Asset growth, last 2 years+77%+10%+38%
Advisory staff321666
Individual clients3,1421721,776
Assets per client$2.3M$44M$4.2M
Clients per advisor981127
Main custodianPershingFidelitySchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio471748

From each firm's latest Form ADV (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.

ToolCassaday & Company, Inc.Brown AdvisoryJmg Financial Group LTD
Client File Sharing
ShareFile––Uses it

Custodians on Form ADV: Cassaday & Company, Inc.: Pershing · Brown Advisory: Fidelity, Schwab, BNY · Jmg Financial Group LTD: Schwab