Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ The Bollard Group LLC $6.72B · Boston, MA+ Confluence Investment Management LLC $6.72B · Saint Louis, MO
Mclean, VA
Norfolk, VA
Pasadena, CA
Assets under management$7.14B$7.57B$6.75B
Asset growth, last 2 years+77%+10%+50%
Advisory staff3216288
Individual clients3,14217210,653
Assets per client$2.3M$44M$633K
Clients per advisor981137
Main custodianPershingFidelity–
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio4717222

From each firm's latest Form ADV (Mar 2026, Sep 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 · Wedbush Securities Inc.: none listed