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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 Parcion Private Wealth LLC (swap one in):+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Eagle Global Advisors LLC $3.1B · Houston, TX+ Paul Comstock Partners $2.8B · Houston, TX+ Titleist Asset Management $2.79B · San Antonio, TX
Bellevue, WA
Boston, MA
Seattle, WA
Assets under management$2.95B$3.1B$2.65B
Asset growth, last 2 years+69%+40%+89%
Advisory staff14278
Individual clients1652,405462
Assets per client$17.9M$1.3M$5.7M
Clients per advisor128958
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since201920172012 or earlier
Tools in their stack–33
People on Advicer.bio15289

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolParcion Private Wealth LLCWinthrop WealthGarde Capital, Inc.
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Wealthscape (Fidelity)––Uses it
Advisory Fee Billing
AdvicePay–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Parcion Private Wealth LLC: Fidelity · Winthrop Wealth: LPL Financial · Garde Capital, Inc.: Schwab