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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+ Belpointe Asset Management LLC $7.58B · Reno, NV+ The Bollard Group LLC $6.72B · Boston, MA
Boston, MA
New York, NY
Boston, MA
Assets under management$8.02B$8.44B$9.9B
Asset growth, last 2 years+41%+11%+25%
Advisory staff561712
Individual clients1,1061,084643
Assets per client$7.3M$7.8M$15.4M
Clients per advisor206454
Main custodianFidelitySchwabReliance Trust Company
Filing with the SEC since201720162012 or earlier
Tools in their stack––1
People on Advicer.bio40165

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

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 & AssociatesWelch & Forbes LLC
CRM
HubSpot––Uses it

Custodians on Form ADV: Crestwood Advisors: Fidelity, Schwab · Douglas C. Lane & Associates: Schwab, Fidelity · Welch & Forbes LLC: Reliance Trust Company