Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Autopilot $892.4M · New York, NY+ Swisspartners Advisors $891.8M · Zurich+ Mayfair Advisory Group, LLC $806.4M · Birmingham, AL+ Firestone Capital Management Inc $806.2M · South Miami, FL
Toronto
Portland, ME
St. Louis, MO
Assets under management$849.3M$891.8M$806.3M
Asset growth, last 2 years+139%+8%+19%
Advisory staff365
Individual clients19423412
Assets per client$44.7M$2.1M$2M
Clients per advisor67182
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio275

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 QuadrantHeadinvestDroms Strauss Wealth Management
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Prime Quadrant: Schwab · Headinvest: Schwab · Droms Strauss Wealth Management: Schwab