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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 Convergence Financial (swap one in):+ Cornerstone Planning Group $951.8M · Fairfield, NJ+ American Financial Advisors, LLC. $950.2M · Marietta, GA+ Pinney & Scofield, Inc. $858.7M · Cambridge, MA+ Delta Investment Management, LLC $856.7M · San Francisco, CA
Columbia, MO
St. Louis, MO
San Mateo, CA
Assets under management$904M$958M$950.1M
Asset growth, last 2 years+114%+22%+32%
Advisory staff1335
Individual clients2,665380182
Assets per client$339K$2.5M$5.2M
Clients per advisor20512736
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20192012 or earlier2017
Tools in their stack–––
People on Advicer.bio2946

From each firm's latest Form ADV (Sep 2026, Mar 2026, Aug 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: Convergence Financial: LPL Financial, AssetMark · Cortland Associates Inc: Schwab, Robert W. Baird & Co. Incorporated · Brickley Wealth Management: Schwab