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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 Missionsquare Retirement (swap one in):+ Wedbush Securities Inc. $6.75B · Pasadena, CA+ The Bollard Group LLC $6.72B · Boston, MA+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Index Fund Advisors, Inc. $5.93B · Irvine, CA
Washington, DC
Saint Louis, MO
Avon, CO
Assets under management$6.31B$6.72B$6.67B
Asset growth, last 2 years+844%−7%+27%
Advisory staff1742512
Individual clients40,52614,48640
Assets per client$156K$464K$166.7M
Clients per advisor2335793
Main custodian–StifelMorgan Stanley
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack–1–
People on Advicer.bio13288

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

ToolMissionsquare RetirementConfluence Investment Management LLCAspen Grove Capital, LLC
Digital Marketing
Mailchimp–Uses it–

Custodians on Form ADV: Missionsquare Retirement: none listed · Confluence Investment Management LLC: Stifel, Wells Fargo, Robert W. Baird & Co. Incorporated, Pershing · Aspen Grove Capital, LLC: Morgan Stanley