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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 Periope, Lc (swap one in):+ Winthrop Partners - Wny, LLC $186.2M · Orchard, NY+ Merited Wealth, LLC $186.1M · North Bay Village, FL+ Stewardship Capital $168.4M · Independence, MO+ Tlc Group Investment Advisors, LLC $168.4M · State College, PA
St. George, UT
Brookfield, WI
Rochester, NY
Assets under management$177.2M$186.2M$168.3M
Asset growth, last 2 years–−16%+35%
Advisory staff322
Individual clients628250281
Assets per client$282K$745K$599K
Clients per advisor209125141
Main custodian–LPL FinancialSchwab
Filing with the SEC since202420132021
Tools in their stack1–4
People on Advicer.bio322

From each firm's latest Form ADV (Feb 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.

ToolPeriope, LcGranite Financial GroupBoyd Capital
Client Texting
CurrentClientUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
AdvisorStream––Uses it
Financial Planning
eMoney––Uses it
Investment Data/Analytics
Morningstar––Uses it

Custodians on Form ADV: Periope, Lc: none listed · Granite Financial Group: LPL Financial · Boyd Capital: Schwab, Wells Fargo