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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+ Parkside Investments, LLC $1.44B · Deerfield, IL+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA
Madrid
Madison, WI
The Woodlands, TX
Assets under management$1.37B$1.44B$1.44B
Asset growth, last 2 years+32%+47%+94%
Advisory staff6814
Individual clients28357884
Assets per client$48.9M$4M$1.6M
Clients per advisor54563
Main custodianJ.P. MorganSchwabSchwab
Filing with the SEC since202020142016
Tools in their stack–––
People on Advicer.bio–719

From each firm's latest Form ADV (Jun 2026, Jan 2026, Oct 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 · Rhame & Gorrell Wealth Management: Schwab