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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 Crestwood Advisors (swap one in):+ Synovus Securities, Inc. $8.45B · Columbus, GA+ Empirical Wealth Management $8.43B · Seattle, WA+ Brown Advisory $7.57B · Norfolk, VA+ The Bollard Group LLC $6.72B · Boston, MA
Boston, MA
New York, NY
Reno, NV
Assets under management$8.02B$8.44B$7.58B
Asset growth, last 2 years+41%+11%+76%
Advisory staff5617151
Individual clients1,1061,0847,321
Assets per client$7.3M$7.8M$1M
Clients per advisor206448
Main custodianFidelitySchwabSchwab
Filing with the SEC since201720162012 or earlier
Tools in their stack–––
People on Advicer.bio4016164

From each firm's latest Form ADV (Jun 2026, Mar 2026, May 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: Crestwood Advisors: Fidelity, Schwab · Douglas C. Lane & Associates: Schwab, Fidelity · Belpointe Asset Management LLC: Schwab, Fidelity