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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+ T. Rowe Price Advisory Services, Inc. $5.9B · Owings Mills, MD
Westborough, MA
Lincoln, MA
Irvine, CA
Assets under management$6.3B$7.67B$5.93B
Asset growth, last 2 years+30%+40%+36%
Advisory staff362330
Individual clients3,660622,095
Assets per client$1.7M$123.7M$2.8M
Clients per advisor102370
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack5–6
People on Advicer.bio391418

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, LLCIndex Fund Advisors, Inc.
Financial Planning
eMoney––Uses it
Envestnet MoneyGuideUses it––
RightCapital (Right Capital)––Uses it
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFileUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Grimes & Company: Fidelity, Schwab · Fiduciary Trust International, LLC: Fidelity · Index Fund Advisors, Inc.: Schwab