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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 Crimson Management (swap one in):+ Premia Global Advisors, LLC $340.8M · Coral Gables, FL+ Phillips Wealth Planners LLC $340.8M · Starkville, MS+ Covington & Associates, Inc. $308.2M · Westfield, NJ+ Leap Wealth Management $305.5M · Dallas, TX
Houston, TX
Plano, TX
Maspeth, NY
Assets under management$324.5M$344.4M$308.2M
Asset growth, last 2 years−11%+43%+54%
Advisory staff1185
Individual clients53228193
Assets per client$6.1M$1.5M$1.6M
Clients per advisor531339
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20222017
Tools in their stack–––
People on Advicer.bio–175

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Crimson Management: Schwab, Citi · Crescent Advisor Group, Inc.: Schwab, Millennium Trust · Merit Financial Partners LLC: Schwab