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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+ Index Fund Advisors, Inc. $5.93B · Irvine, CA+ T. Rowe Price Advisory Services, Inc. $5.9B · Owings Mills, MD
Westborough, MA
Lincoln, MA
Los Angeles, CA
Assets under management$6.3B$7.67B$5.94B
Asset growth, last 2 years+30%+40%+39%
Advisory staff362318
Individual clients3,660621,418
Assets per client$1.7M$123.7M$4.2M
Clients per advisor102379
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack5–1
People on Advicer.bio391426

From each firm's latest Form ADV (Sep 2026, Dec 2025, Oct 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, LLCWestmount Partners, LLC
Client File Sharing
ShareFileUses it––
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses it–Uses it

Custodians on Form ADV: Grimes & Company: Fidelity, Schwab · Fiduciary Trust International, LLC: Fidelity · Westmount Partners, LLC: Schwab