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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 Epiq Partners, LLC (swap one in):+ Leap Wealth Management $305.5M · Dallas, TX+ Keeler Thomas Management LLC $305.5M · Orem, UT+ Westbourne Investments, Inc. $276.4M · Alexandria, VA+ Centerpoint Advisory Group, LLC $276.3M · Overland Park, KS
Minneapolis, MN
Danvers, MA
New York, NY
Assets under management$290.9M$305.5M$305.5M
Asset growth, last 2 years+9%+66%+18%
Advisory staff623
Individual clients9318073
Assets per client$3.1M$1.7M$4.2M
Clients per advisor169024
Main custodianSchwabFidelitySchwab
Filing with the SEC since201720182016
Tools in their stack122
People on Advicer.bio624

From each firm's latest Form ADV (May 2026, Mar 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.

ToolEpiq Partners, LLCMwa Asset ManagementAdalta Capital Management LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Epiq Partners, LLC: Schwab, Fidelity · Mwa Asset Management: Fidelity, Interactive Brokers · Adalta Capital Management LLC: Schwab, J.P. Morgan, Merrill