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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 Facet (swap one in):+ Ritholtz Wealth Management $9.42B · New York+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Proficio Capital Partners LLC $8.17B · Newton, MA+ R M Davis Inc $8.15B · Portland, ME
West Palm Beach, FL
New York, NY
Atlanta, GA
Assets under management$8.69B$9.32B$8.21B
Asset growth, last 2 years+149%+58%+56%
Advisory staff892055
Individual clients16,0531,2676,014
Assets per client$541K$7.4M$1.4M
Clients per advisor18063109
Main custodianApex ClearingSchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio951559

From each firm's latest Form ADV (Oct 2026, Mar 2026, Aug 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: Facet: Apex Clearing, Fidelity, Schwab · Joel Isaacson & Co., LLC: Schwab · Capital Investment Advisors, LLC: Schwab, Fidelity