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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+ Empirical Wealth Management $8.43B · Seattle, WA+ Belpointe Asset Management LLC $7.58B · Reno, NV+ The Bollard Group LLC $6.72B · Boston, MA
Boston, MA
New York, NY
Columbus, GA
Assets under management$8.02B$8.44B$8.45B
Asset growth, last 2 years+41%+11%+46%
Advisory staff5617184
Individual clients1,1061,08411,964
Assets per client$7.3M$7.8M$706K
Clients per advisor206465
Main custodianFidelitySchwabFidelity
Filing with the SEC since201720162012 or earlier
Tools in their stack––2
People on Advicer.bio4016170

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jan 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 & AssociatesSynovus Securities, Inc.
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Crestwood Advisors: Fidelity, Schwab · Douglas C. Lane & Associates: Schwab, Fidelity · Synovus Securities, Inc.: Fidelity