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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):+ American Century Investments Private Client Group, Inc. $2.33B · Kansas City, MO+ Magnus Financial Group LLC $2.33B · New York, NY+ Quadrant Private Wealth Management, LLC $2.1B · Center Valley, PA+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX
Geneva
Draper, UT
Indianapolis, IN
Assets under management$2.21B$2.32B$2.32B
Asset growth, last 2 years+23%+59%+29%
Advisory staff19229
Individual clients6082,8881,591
Assets per client$3.6M$805K$1.5M
Clients per advisor32131177
Main custodianBanque Lombard Odier & Cie SaSchwabSchwab
Filing with the SEC since201620182012 or earlier
Tools in their stack–21
People on Advicer.bio–3811

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, LLCWoodley Farra
CRM
Envestnet Tamarac––Uses it
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 · Woodley Farra: Schwab