Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Adell Harriman & Carpenter $2.09B · Houston, TX
Geneva
Draper, UT
Dallas, TX
Assets under management$2.21B$2.32B$2.09B
Asset growth, last 2 years+23%+59%+182%
Advisory staff192239
Individual clients6082,8882,690
Assets per client$3.6M$805K$779K
Clients per advisor3213169
Main custodianBanque Lombard Odier & Cie SaSchwabRaymond James
Filing with the SEC since201620182022
Tools in their stack–2–
People on Advicer.bio–3855

From each firm's latest Form ADV (Aug 2026, Sep 2026, Oct 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, LLCAscentis Independent Advisors, LLC
Portfolio Management
Orion–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Forum Finance: Banque Lombard Odier & Cie Sa · Capita Financial Network, LLC: Schwab · Ascentis Independent Advisors, LLC: Raymond James, Schwab