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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 Giverny Capital (swap one in):+ Cooper Mcmanus $2.85B · Irvine, CA+ Legacy Knight Mfo, LLC $2.85B · Dallas, TX+ Bridgewater Advisors Inc. $2.57B · New York, NY+ Howard Capital Management Group, LLC $2.56B · Los Angeles, CA
Montreal
Austin, TX
West Chester, PA
Assets under management$2.7B$2.84B$2.84B
Asset growth, last 2 years+54%+62%+31%
Advisory staff61610
Individual clients4,4083811,409
Assets per client$613K$7.5M$2M
Clients per advisor73524141
Main custodianNational Bank Financial Inc.SchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack–31
People on Advicer.bio3208

From each firm's latest Form ADV (Jun 2026, Sep 2026, Jul 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.

ToolGiverny CapitalMaslow Wealth AdvisorsKey Financial, Inc.
CRM
HubSpot–Uses itUses it
SS&C Black Diamond–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Giverny Capital: National Bank Financial Inc. · Maslow Wealth Advisors: Schwab · Key Financial, Inc.: Pershing