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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):+ David Vaughan Investments, LLC $5.33B · Peoria, IL+ Mainstay Capital Management, LLC $5.31B · Grand Blanc, MI+ Foster Group, Inc. $4.78B · West Des Moines, IA+ Accredited Investors Wealth Management $4.41B · Edina, MN
Minneapolis, MN
Geneva 73
Atlanta, GA
Assets under management$5.03B$5.3B$5.29B
Asset growth, last 2 years−20%+14%+87%
Advisory staff231848
Individual clients3,4826433,108
Assets per client$1.4M$8.2M$1.7M
Clients per advisor1513665
Main custodianSchwabBanque Pictet & Cie SaSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio12–64

From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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 SaBip Wealth, LLC
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Riverbridge: Schwab, BNY, Northern Trust · Pictet North America Advisors Sa: Banque Pictet & Cie Sa · Bip Wealth, LLC: Schwab, Millennium Trust, Fidelity