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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 Prime Quadrant (swap one in):+ Jlb & Associates Inc $892.7M · Plymouth, MI+ Swisspartners Advisors $891.8M · Zurich+ Mayfair Advisory Group, LLC $806.4M · Birmingham, AL+ Droms Strauss Wealth Management $806.3M · St. Louis, MO
Toronto
Portland, ME
New York, NY
Assets under management$849.3M$891.8M$892.4M
Asset growth, last 2 years+139%+8%–
Advisory staff360
Individual clients19423103,270
Assets per client$44.7M$2.1M$9K
Clients per advisor671–
Main custodianSchwabSchwab–
Filing with the SEC since20222012 or earlier2024
Tools in their stack1––
People on Advicer.bio271

From each firm's latest Form ADV (Oct 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.

ToolPrime QuadrantHeadinvestAutopilot
CRM
HubSpotUses it––

Custodians on Form ADV: Prime Quadrant: Schwab · Headinvest: Schwab · Autopilot: none listed