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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 Private Management Group Inc (swap one in):+ Krilogy $5.2B · St. Louis, MO+ Legacy Advisors, LLC $5.17B · Plymouth Meeting, PA+ Sand Hill Global Advisors, LLC $4.39B · Palo Alto, CA+ Syon Capital LLC $4.38B · San Francisco, CA
Irvine, CA
San Diego, CA
Pasadena, CA
Assets under management$4.9B$5.63B$4.48B
Asset growth, last 2 years+18%+50%+23%
Advisory staff21917
Individual clients3,38412,774884
Assets per client$1.4M$441K$5.1M
Clients per advisor1611,41952
Main custodianSchwabFifth Third BancorpSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack214
People on Advicer.bio253117

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

ToolPrivate Management Group IncDunhamClifford Swan Investment Counselors
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile––Uses it
CRM
HubSpot–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Private Management Group Inc: Schwab · Dunham: Fifth Third Bancorp · Clifford Swan Investment Counselors: Schwab