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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+ Confluence Investment Management LLC $6.72B · Saint Louis, MO
Mclean, VA
Norfolk, VA
Boston, MA
Assets under management$7.14B$7.57B$6.72B
Asset growth, last 2 years+77%+10%+19%
Advisory staff321612
Individual clients3,14217214
Assets per client$2.3M$44M$480.3M
Clients per advisor98111
Main custodianPershingFidelityJ.P. Morgan
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio47171

From each firm's latest Form ADV (Mar 2026, Jul 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 · The Bollard Group LLC: J.P. Morgan, Morgan Stanley, Fidelity