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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):+ Eagle Global Advisors LLC $3.1B · Houston, TX+ 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
Palm Beach Gardens, FL
Assets under management$2.94B$3.1B$2.78B
Asset growth, last 2 years+50%−53%+198%
Advisory staff223631
Individual clients9191,024477
Assets per client$3.2M$3M$5.8M
Clients per advisor422815
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier20142023
Tools in their stack4–3
People on Advicer.bio298025

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 WealthLri Investments
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Envestnet––Uses it

Custodians on Form ADV: Foster & Motley Inc: Schwab · Svb Wealth: Fidelity, Schwab, Boston Private Bank & Trust · Lri Investments: Pershing