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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+ Centerpoint Advisory Group, LLC $276.3M · Overland Park, KS+ Simplifi, Inc. $276.1M · San Diego, CA
Minneapolis, MN
Danvers, MA
Alexandria, VA
Assets under management$290.9M$305.5M$276.4M
Asset growth, last 2 years+9%+66%+82%
Advisory staff625
Individual clients93180173
Assets per client$3.1M$1.7M$1.6M
Clients per advisor169035
Main custodianSchwabFidelitySchwab
Filing with the SEC since201720182012 or earlier
Tools in their stack12–
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 ManagementWestbourne Investments, Inc.
Custodial Platform
Wealthscape (Fidelity)–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 · Westbourne Investments, Inc.: Schwab, UBS