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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+ Accredited Investors Wealth Management $4.41B · Edina, MN
Minneapolis, MN
Geneva 73
Cedar Rapids, IA
Assets under management$5.03B$5.3B$4.77B
Asset growth, last 2 years−20%+14%+58%
Advisory staff231881
Individual clients3,4826435,525
Assets per client$1.4M$8.2M$864K
Clients per advisor1513668
Main custodianSchwabBanque Pictet & Cie SaWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio12–90

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 SaNations Financial Group, Inc.
CRM
SS&C Black DiamondUses it––
Email & Office Suites
Microsoft 365––Uses it

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