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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 Nepsis, Inc. (swap one in):+ Strategic Income Group LLC $362.4M · Chandler, AZ+ Briggs Wealth Management, Inc. $362M · Glastonbury, CT+ Vantage Point Wealth Management $326.6M · Plymouth, MN+ Pack Private Wealth, LLC $326.2M · Wayzata, MN
Minneapolis, MN
Minneapolis, MN
Hillsboro, OR
Assets under management$344.5M$365.4M$362.1M
Asset growth, last 2 years+16%+11%+20%
Advisory staff1849
Individual clients5902301,240
Assets per client$584K$1.6M$292K
Clients per advisor3358138
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–13
People on Advicer.bio12312

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

ToolNepsis, Inc.Tealwood Asset ManagementPace Financial Advisors
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Nepsis, Inc.: Pershing · Tealwood Asset Management: Schwab, Fidelity · Pace Financial Advisors: Schwab