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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):+ Adalta Capital Management LLC $305.5M · New York, NY+ Keeler Thomas Management LLC $305.5M · Orem, UT+ Westbourne Investments, Inc. $276.4M · Alexandria, VA+ Simplifi, Inc. $276.1M · San Diego, CA
Minneapolis, MN
Danvers, MA
Overland Park, KS
Assets under management$290.9M$305.5M$276.3M
Asset growth, last 2 years+9%+66%+151%
Advisory staff625
Individual clients93180274
Assets per client$3.1M$1.7M$1M
Clients per advisor169055
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201720182022
Tools in their stack123
People on Advicer.bio625

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 ManagementCenterpoint Advisory Group, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Epiq Partners, LLC: Schwab, Fidelity · Mwa Asset Management: Fidelity, Interactive Brokers · Centerpoint Advisory Group, LLC: LPL Financial