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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 Exchange Place Advisors, LLC (swap one in):+ Pioneer Wealth Management Group $399.2M · Austin, TX+ Trinity Wealth Management, LLC $399.2M · Berwyn, PA+ U. S. Boston Capital Corporation $359.8M · Lincoln, MA+ Abbot Financial Management, Inc $358.9M · Andover, MA
Sudbury, MA
Boston, MA
Orchard Park, NY
Assets under management$379.7M$403.5M$399.1M
Asset growth, last 2 years+23%+89%+33%
Advisory staff327
Individual clients24889351
Assets per client$1.5M$4.5M$1.1M
Clients per advisor834550
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio347

From each firm's latest Form ADV (Mar 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

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.

ToolExchange Place Advisors, LLCMad River InvestorsWaterford Advisors, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Exchange Place Advisors, LLC: Fidelity · Mad River Investors: Fidelity · Waterford Advisors, LLC: Schwab