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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+ Cypress Capital, LLC $426M · Franklin, TN+ Wealth Management Resources, Inc. $385.2M · Smithfield, RI+ Dougherty & Associates Financial Advisors, Inc. $382.9M · Buffalo, MN
Minneapolis, MN
Bloomington, MN
Radnor, PA
Assets under management$405.5M$430.6M$426M
Asset growth, last 2 years+71%+33%+25%
Advisory staff2247
Individual clients87579259
Assets per client$463K$5.5M$1.6M
Clients per advisor402037
Main custodianPershingFidelityRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio4237

From each firm's latest Form ADV (Sep 2026, Mar 2026, Oct 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 LLCTgs Financial Advisors
CRM
Salesforce––Uses it
Custodial Platform
NetX360 (Pershing)Uses it––
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Northland Asset Management: Pershing · White Pine Capital LLC: Fidelity · Tgs Financial Advisors: Raymond James