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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 Granite Financial Group (swap one in):+ Tepp Wealth Management $195.7M · Westfield, NJ+ Frazee Investment Consulting, Inc. $195.5M · Memphis, TN+ Torrey Wealth, LLC $176.7M · San Diego, CA+ Enr Asset Management, Incorporated $176.7M · Westmount, Quebec
Brookfield, WI
Portland, ME
Appleton, WI
Assets under management$186.2M$195.6M$176.3M
Asset growth, last 2 years−16%+15%+55%
Advisory staff243
Individual clients250178123
Assets per client$745K$1.1M$1.4M
Clients per advisor1254541
Main custodianLPL FinancialSchwabInteractive Brokers
Filing with the SEC since20132012 or earlier2024
Tools in their stack–11
People on Advicer.bio233

From each firm's latest Form ADV (Feb 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.

ToolGranite Financial GroupClark & Stuart IncCollar Capital Management, LLC
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Granite Financial Group: LPL Financial · Clark & Stuart Inc: Schwab · Collar Capital Management, LLC: Interactive Brokers