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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 Forum Finance (swap one in):+ Magnus Financial Group LLC $2.33B · New York, NY+ Woodley Farra $2.32B · Indianapolis, IN+ Quadrant Private Wealth Management, LLC $2.1B · Center Valley, PA+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX
Geneva
Draper, UT
Houston, TX
Assets under management$2.21B$2.32B$2.09B
Asset growth, last 2 years+23%+59%+57%
Advisory staff19225
Individual clients6082,888764
Assets per client$3.6M$805K$2.7M
Clients per advisor32131153
Main custodianBanque Lombard Odier & Cie SaSchwabFidelity
Filing with the SEC since201620182012 or earlier
Tools in their stack–21
People on Advicer.bio–386

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.

ToolForum FinanceCapita Financial Network, LLCAdell Harriman & Carpenter
Portfolio Management
Orion–Uses itUses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Forum Finance: Banque Lombard Odier & Cie Sa · Capita Financial Network, LLC: Schwab · Adell Harriman & Carpenter: Fidelity