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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):+ Bip Wealth, LLC $5.29B · Atlanta, GA+ Linscomb Wealth, Inc. $5.21B · Houston, TX+ Bragg Financial Advisors Inc $4.67B · Charlotte, NC+ Cg Advisory Services $4.64B · Williamston, MI
London
Sylvania, OH
Lexington, KY
Assets under management$4.96B$5.24B$4.68B
Asset growth, last 2 years+52%+34%+62%
Advisory staff241830
Individual clients3,4432,6603,440
Assets per client$1.4M$2M$1.4M
Clients per advisor143148115
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack––2
People on Advicer.bio53133

From each firm's latest Form ADV (Aug 2026, Sep 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 LLCMcf Advisors, LLC
CRM
Envestnet Tamarac––Uses it
Digital Marketing
WealthReach––Uses it

Custodians on Form ADV: Maseco Private Wealth: Raymond James, Pershing · Venture Visionary Partners LLC: Schwab · Mcf Advisors, LLC: Schwab, Empower