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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):+ Northwest Asset Management $4.13B · Mercer Island, WA+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Courier Capital, LLC $3.59B · Buffalo, NY+ Sage, Rutty & Co., Inc. $3.46B · Rochester, NY
New York, NY
Hinsdale, IL
Brentwood, TN
Assets under management$3.84B$4.09B$4.04B
Asset growth, last 2 years+27%+61%+39%
Advisory staff4021131
Individual clients12,0459252,520
Assets per client$319K$4.4M$1.6M
Clients per advisor308481
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–1–
People on Advicer.bio3771134

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 WealthThoroughbred Financial Services, LLC
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Hsbc Securities (USA) Inc.: Pershing · Performance Wealth: Schwab · Thoroughbred Financial Services, LLC: Fidelity