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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):+ Chicago Partners Investment Group LLC $7.47B · Chicago, IL+ Badgley Phelps Wealth Managers $7.28B · Seattle, WA+ Osaic Institutions, Inc. $6.49B · Meriden, CT+ Douglass Winthrop Advisors LLC $6.46B · New York, NY
Newark, NJ
Overland Park, KS
Towson, MD
Assets under management$6.9B$7.34B$6.46B
Asset growth, last 2 years+93%+69%−6%
Advisory staff910637
Individual clients8,5314,2611,697
Assets per client$809K$1.7M$3.8M
Clients per advisor9484046
Main custodianUBSSchwabFidelity
Filing with the SEC since201720192012 or earlier
Tools in their stack–66
People on Advicer.bio–12146

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

ToolPgim Custom Harvest LLCMariner IndependentGreenspring Advisors, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses itUses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Client File Sharing
Box–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Pgim Custom Harvest LLC: UBS, Fidelity, Morgan Stanley · Mariner Independent: Schwab, Fidelity · Greenspring Advisors, LLC: Fidelity, Vanguard, Schwab, Adp