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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+ Greenspring Advisors, LLC $6.46B · Towson, MD
Newark, NJ
Overland Park, KS
Downers Grove, IL
Assets under management$6.9B$7.34B$7.5B
Asset growth, last 2 years+93%+69%+38%
Advisory staff910666
Individual clients8,5314,2611,776
Assets per client$809K$1.7M$4.2M
Clients per advisor9484027
Main custodianUBSSchwabSchwab
Filing with the SEC since201720192012 or earlier
Tools in their stack–61
People on Advicer.bio–12148

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 IndependentJmg Financial Group LTD
Client File Sharing
Box–Uses it–
ShareFile––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 · Jmg Financial Group LTD: Schwab