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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):+ Badgley Phelps Wealth Managers $7.28B · Seattle, WA+ Evergreen Capital Management LLC $7.19B · Bellevue, WA+ Douglass Winthrop Advisors LLC $6.46B · New York, NY+ Nwf Advisory Services Inc $6.43B · Los Angeles, CA
Minneapolis, MN
Rio De Janeiro, Rj
Towson, MD
Assets under management$6.82B$7.24B$6.46B
Asset growth, last 2 years+27%+35%−6%
Advisory staff1142037
Individual clients13,5604451,697
Assets per client$503K$16.3M$3.8M
Clients per advisor1192246
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack1–6
People on Advicer.bio121–46

From each firm's latest Form ADV (Oct 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.

ToolFocus FinancialTurim 21 Investimentos LtdaGreenspring Advisors, LLC
CRM
HubSpotUses it–Uses it
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Focus Financial: Schwab, Pershing · Turim 21 Investimentos Ltda: none listed · Greenspring Advisors, LLC: Fidelity, Vanguard, Schwab, Adp