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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):+ Welch & Forbes LLC $9.9B · Boston, MA+ Synovus Securities, Inc. $8.45B · Columbus, GA+ Belpointe Asset Management LLC $7.58B · Reno, NV+ The Bollard Group LLC $6.72B · Boston, MA
Boston, MA
New York, NY
Seattle, WA
Assets under management$8.02B$8.44B$8.43B
Asset growth, last 2 years+41%+11%+53%
Advisory staff561757
Individual clients1,1061,0842,394
Assets per client$7.3M$7.8M$3.5M
Clients per advisor206442
Main custodianFidelitySchwabSchwab
Filing with the SEC since201720162012 or earlier
Tools in their stack––3
People on Advicer.bio401666

From each firm's latest Form ADV (Jun 2026, 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

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.

ToolCrestwood AdvisorsDouglas C. Lane & AssociatesEmpirical Wealth Management
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Crestwood Advisors: Fidelity, Schwab · Douglas C. Lane & Associates: Schwab, Fidelity · Empirical Wealth Management: Schwab