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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+ Greenspring Advisors, LLC $6.46B · Towson, MD+ Douglass Winthrop Advisors LLC $6.46B · New York, NY
Minneapolis, MN
Rio De Janeiro, Rj
Los Angeles, CA
Assets under management$6.82B$7.24B$6.43B
Asset growth, last 2 years+27%+35%+73%
Advisory staff11420102
Individual clients13,56044511,433
Assets per client$503K$16.3M$562K
Clients per advisor11922112
Main custodianSchwab––
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack1–2
People on Advicer.bio121–106

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 LtdaNwf Advisory Services Inc
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Focus Financial: Schwab, Pershing · Turim 21 Investimentos Ltda: none listed · Nwf Advisory Services Inc: none listed