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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 Focus Financial (swap one in):+ Mariner Independent $7.34B · Overland Park, KS+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ Greenspring Advisors, LLC $6.46B · Towson, MD+ Douglass Winthrop Advisors LLC $6.46B · New York, NY
Minneapolis, MN
Rio De Janeiro, Rj
Seattle, WA
Assets under management$6.82B$7.24B$7.28B
Asset growth, last 2 years+27%+35%+42%
Advisory staff1142026
Individual clients13,5604451,282
Assets per client$503K$16.3M$5.7M
Clients per advisor1192249
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20172021
Tools in their stack1–3
People on Advicer.bio121–28

From each firm's latest Form ADV (Oct 2026, Jul 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.

ToolFocus FinancialTurim 21 Investimentos LtdaBadgley Phelps Wealth Managers
CRM
HubSpotUses it–Uses it
Envestnet Tamarac––Uses it
Client File Sharing
ShareFile––Uses it

Custodians on Form ADV: Focus Financial: Schwab, Pershing · Turim 21 Investimentos Ltda: none listed · Badgley Phelps Wealth Managers: Schwab