Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ The Bollard Group LLC $6.72B · Boston, MA+ Aspen Grove Capital, LLC $6.67B · Avon, CO+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ T. Rowe Price Advisory Services, Inc. $5.9B · Owings Mills, MD
Washington, DC
Saint Louis, MO
Irvine, CA
Assets under management$6.31B$6.72B$5.93B
Asset growth, last 2 years+844%−7%+36%
Advisory staff1742530
Individual clients40,52614,4862,095
Assets per client$156K$464K$2.8M
Clients per advisor23357970
Main custodian–StifelSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–16
People on Advicer.bio132818

From each firm's latest Form ADV (Oct 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.

ToolMissionsquare RetirementConfluence Investment Management LLCIndex Fund Advisors, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Mailchimp–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Missionsquare Retirement: none listed · Confluence Investment Management LLC: Stifel, Wells Fargo, Robert W. Baird & Co. Incorporated, Pershing · Index Fund Advisors, Inc.: Schwab