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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 Jackson Square Capital, LLC (swap one in):+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Triagen Wealth Management LLC $535.2M · Calabasas, CA+ Dst Wealth Management LLC $532.1M · Indian Wells, CA
San Francisco, CA
San Diego, CA
Tulsa, OK
Assets under management$564.3M$597.2M$592.8M
Asset growth, last 2 years+43%+101%+36%
Advisory staff546
Individual clients605793379
Assets per client$933K$753K$1.6M
Clients per advisor12119863
Main custodianPershingSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack261
People on Advicer.bio566

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolJackson Square Capital, LLCMeasured Risk PortfoliosHogantaylor Wealth
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
NetX360 (Pershing)Uses it––
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Portfolio Management
Envestnet–Uses it–
OrionUses it––
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Jackson Square Capital, LLC: Pershing, Schwab · Measured Risk Portfolios: Schwab · Hogantaylor Wealth: Schwab, Fidelity