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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 Northland Asset Management (swap one in):+ Boulder Asset Management $426.1M · Englewood, CO+ Tgs Financial Advisors $426M · Radnor, PA+ Wealth Management Resources, Inc. $385.2M · Smithfield, RI+ Dougherty & Associates Financial Advisors, Inc. $382.9M · Buffalo, MN
Minneapolis, MN
Bloomington, MN
Franklin, TN
Assets under management$405.5M$430.6M$426M
Asset growth, last 2 years+71%+33%+7%
Advisory staff2247
Individual clients87579657
Assets per client$463K$5.5M$648K
Clients per advisor402094
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack11–
People on Advicer.bio4239

From each firm's latest Form ADV (Sep 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.

ToolNorthland Asset ManagementWhite Pine Capital LLCCypress Capital, LLC
Custodial Platform
NetX360 (Pershing)Uses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Northland Asset Management: Pershing · White Pine Capital LLC: Fidelity · Cypress Capital, LLC: Schwab, Raymond James