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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 Grimes & Company (swap one in):+ The Bollard Group LLC $6.72B · Boston, MA+ Aspen Grove Capital, LLC $6.67B · Avon, CO+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Index Fund Advisors, Inc. $5.93B · Irvine, CA
Westborough, MA
Lincoln, MA
Saint Louis, MO
Assets under management$6.3B$7.67B$6.72B
Asset growth, last 2 years+30%+40%−7%
Advisory staff362325
Individual clients3,6606214,486
Assets per client$1.7M$123.7M$464K
Clients per advisor1023579
Main custodianFidelityFidelityStifel
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack5–1
People on Advicer.bio39148

From each firm's latest Form ADV (Sep 2026, Dec 2025, Mar 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.

ToolGrimes & CompanyFiduciary Trust International, LLCConfluence Investment Management LLC
Client File Sharing
ShareFileUses it––
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Grimes & Company: Fidelity, Schwab · Fiduciary Trust International, LLC: Fidelity · Confluence Investment Management LLC: Stifel, Wells Fargo, Robert W. Baird & Co. Incorporated, Pershing