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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 Pgim Custom Harvest LLC (swap one in):+ Jmg Financial Group LTD $7.5B · Downers Grove, IL+ Chicago Partners Investment Group LLC $7.47B · Chicago, IL+ Osaic Institutions, Inc. $6.49B · Meriden, CT+ Greenspring Advisors, LLC $6.46B · Towson, MD
Newark, NJ
Overland Park, KS
Seattle, WA
Assets under management$6.9B$7.34B$7.28B
Asset growth, last 2 years+93%+69%+42%
Advisory staff910626
Individual clients8,5314,2611,282
Assets per client$809K$1.7M$5.7M
Clients per advisor9484049
Main custodianUBSSchwabSchwab
Filing with the SEC since201720192021
Tools in their stack–63
People on Advicer.bio–12128

From each firm's latest Form ADV (Jul 2026, Aug 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.

ToolPgim Custom Harvest LLCMariner IndependentBadgley Phelps Wealth Managers
Client File Sharing
Box–Uses it–
ShareFile––Uses it
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Pgim Custom Harvest LLC: UBS, Fidelity, Morgan Stanley · Mariner Independent: Schwab, Fidelity · Badgley Phelps Wealth Managers: Schwab