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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 Maseco Private Wealth (swap one in):+ Pictet North America Advisors Sa $5.3B · Geneva 73+ Bip Wealth, LLC $5.29B · Atlanta, GA+ Mcf Advisors, LLC $4.68B · Lexington, KY+ Bragg Financial Advisors Inc $4.67B · Charlotte, NC
London
Sylvania, OH
Houston, TX
Assets under management$4.96B$5.24B$5.21B
Asset growth, last 2 years+52%+34%+22%
Advisory staff241825
Individual clients3,4432,6601,640
Assets per client$1.4M$2M$3.2M
Clients per advisor14314866
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack––4
People on Advicer.bio53121

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

ToolMaseco Private WealthVenture Visionary Partners LLCLinscomb Wealth, Inc.
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Maseco Private Wealth: Raymond James, Pershing · Venture Visionary Partners LLC: Schwab · Linscomb Wealth, Inc.: Schwab, Fidelity