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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 Farther Asset Management, LLC (swap one in):+ Red Door Wealth Management, LLC $3.09B · Memphis, TN+ Ghp Investment Advisors Inc $3.06B · Denver, CO+ A16z Perennial Management, L.p. $2.75B · Menlo Park, CA+ Osborne Partners $2.65B · San Francisco, CA
San Francisco, CA
Manhattan Beach, CA
Salt Lake City, UT
Assets under management$2.91B$3.25B$3.05B
Asset growth, last 2 years+7,124%+46%+88%
Advisory staff51016
Individual clients9,643206514
Assets per client$301K$15.8M$5.9M
Clients per advisor1,9292132
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320142014
Tools in their stack–21
People on Advicer.bio21026

From each firm's latest Form ADV (Aug 2026, Sep 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.

ToolFarther Asset Management, LLCMonograph Wealth Advisors, LLCCrewe Advisors
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Farther Asset Management, LLC: Schwab, Fidelity, Pershing · Monograph Wealth Advisors, LLC: Fidelity, Schwab · Crewe Advisors: Schwab, Fidelity