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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+ Nations Financial Group, Inc. $4.77B · Cedar Rapids, IA+ Accredited Investors Wealth Management $4.41B · Edina, MN
Minneapolis, MN
Geneva 73
West Des Moines, IA
Assets under management$5.03B$5.3B$4.78B
Asset growth, last 2 years−20%+14%+47%
Advisory staff231845
Individual clients3,4826431,956
Assets per client$1.4M$8.2M$2.4M
Clients per advisor1513643
Main custodianSchwabBanque Pictet & Cie SaSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio12–58

From each firm's latest Form ADV (Mar 2026, Aug 2026, Oct 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 SaFoster Group, Inc.
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Riverbridge: Schwab, BNY, Northern Trust · Pictet North America Advisors Sa: Banque Pictet & Cie Sa · Foster Group, Inc.: Schwab