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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 Foster & Motley Inc (swap one in):+ Winthrop Wealth $3.1B · Boston, MA+ Red Door Wealth Management, LLC $3.09B · Memphis, TN+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA+ Johnson Brunetti $2.78B · Wethersfield, CT
Cincinnati, OH
Boston, MA
Houston, TX
Assets under management$2.94B$3.1B$3.1B
Asset growth, last 2 years+50%−53%+60%
Advisory staff223611
Individual clients9191,024336
Assets per client$3.2M$3M$9.2M
Clients per advisor422831
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack4–1
People on Advicer.bio29808

From each firm's latest Form ADV (Mar 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.

ToolFoster & Motley IncSvb WealthEagle Global Advisors LLC
Client File Sharing
ShareFileUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Foster & Motley Inc: Schwab · Svb Wealth: Fidelity, Schwab, Boston Private Bank & Trust · Eagle Global Advisors LLC: Fidelity, U.S. Bank, SEI