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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 Diaphanum (swap one in):+ Mv Capital Management, Inc. $1.44B · Bethesda, MD+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA
Madrid
Madison, WI
Deerfield, IL
Assets under management$1.37B$1.44B$1.44B
Asset growth, last 2 years+32%+47%+24%
Advisory staff685
Individual clients28357200
Assets per client$48.9M$4M$7.2M
Clients per advisor54540
Main custodianJ.P. MorganSchwabFidelity
Filing with the SEC since202020142016
Tools in their stack–––
People on Advicer.bio–75

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

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

Custodians on Form ADV: Diaphanum: J.P. Morgan, UBS, Santander Private Banking International · Isthmus Partners, LLC: Schwab · Parkside Investments, LLC: Fidelity