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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 Grange Capital, LLC (swap one in):+ Boyar Asset Management, Inc. $228.2M · New York, NY+ Snider Advisors $228.1M · Irving, TX+ Cooksen Wealth, LLC $206.2M · The Woodlands, TX+ Adc Wealth Management, LLC $206.1M · Massapequa, NY
Beaverton, OR
Klamath Falls, OR
Fargo, ND
Assets under management$217.2M$228.5M$228.1M
Asset growth, last 2 years+27%+55%+34%
Advisory staff562
Individual clients259414355
Assets per client$839K$552K$643K
Clients per advisor5269178
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier20192013
Tools in their stack2––
People on Advicer.bio532

From each firm's latest Form ADV (Oct 2026, Mar 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.

ToolGrange Capital, LLCMsp Wealth Management, LLCWealth Forward, LLC
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Grange Capital, LLC: Schwab, Fidelity · Msp Wealth Management, LLC: Schwab · Wealth Forward, LLC: Pershing