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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 Hsbc Securities (USA) Inc. (swap one in):+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Thoroughbred Financial Services, LLC $4.04B · Brentwood, TN+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Sage, Rutty & Co., Inc. $3.46B · Rochester, NY
New York, NY
Hinsdale, IL
Buffalo, NY
Assets under management$3.84B$4.09B$3.59B
Asset growth, last 2 years+27%+61%+89%
Advisory staff4021112
Individual clients12,0459252,094
Assets per client$319K$4.4M$1.7M
Clients per advisor3084175
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20202015
Tools in their stack–12
People on Advicer.bio3771114

From each firm's latest Form ADV (Sep 2026, Jun 2026, 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.

ToolHsbc Securities (USA) Inc.Performance WealthCourier Capital, LLC
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Hsbc Securities (USA) Inc.: Pershing · Performance Wealth: Schwab · Courier Capital, LLC: Schwab