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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 Riverbridge (swap one in):+ Mainstay Capital Management, LLC $5.31B · Grand Blanc, MI+ Bip Wealth, LLC $5.29B · Atlanta, GA+ Foster Group, Inc. $4.78B · West Des Moines, IA+ Nations Financial Group, Inc. $4.77B · Cedar Rapids, IA
Minneapolis, MN
Geneva 73
Edina, MN
Assets under management$5.03B$5.3B$4.41B
Asset growth, last 2 years−20%+14%+31%
Advisory staff23184
Individual clients3,482643942
Assets per client$1.4M$8.2M$4.7M
Clients per advisor15136236
Main custodianSchwabBanque Pictet & Cie SaSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio12–3

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

ToolRiverbridgePictet North America Advisors SaAccredited Investors Wealth Management
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Riverbridge: Schwab, BNY, Northern Trust · Pictet North America Advisors Sa: Banque Pictet & Cie Sa · Accredited Investors Wealth Management: Schwab