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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+ Key Financial, Inc. $2.84B · West Chester, PA+ Bridgewater Advisors Inc. $2.57B · New York, NY+ Howard Capital Management Group, LLC $2.56B · Los Angeles, CA
Montreal
Austin, TX
Dallas, TX
Assets under management$2.7B$2.84B$2.85B
Asset growth, last 2 years+54%+62%+131%
Advisory staff61615
Individual clients4,40838120
Assets per client$613K$7.5M$142.3M
Clients per advisor735241
Main custodianNational Bank Financial Inc.Schwab–
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–31
People on Advicer.bio3204

From each firm's latest Form ADV (Jun 2026, Sep 2026, May 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 AdvisorsLegacy Knight Mfo, LLC
CRM
HubSpot–Uses it–
SS&C Black Diamond–Uses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Giverny Capital: National Bank Financial Inc. · Maslow Wealth Advisors: Schwab · Legacy Knight Mfo, LLC: none listed