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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):+ The Bollard Group LLC $6.72B · Boston, MA+ Aspen Grove Capital, LLC $6.67B · Avon, CO+ Index Fund Advisors, Inc. $5.93B · Irvine, CA+ T. Rowe Price Advisory Services, Inc. $5.9B · Owings Mills, MD
Washington, DC
Saint Louis, MO
Los Angeles, CA
Assets under management$6.31B$6.72B$5.94B
Asset growth, last 2 years+844%−7%+39%
Advisory staff1742518
Individual clients40,52614,4861,418
Assets per client$156K$464K$4.2M
Clients per advisor23357979
Main custodian–StifelSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio132826

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 LLCWestmount Partners, LLC
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Orion––Uses it

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