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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 Savvy (swap one in):+ Pictet North America Advisors Sa $5.3B · Geneva 73+ Bip Wealth, LLC $5.29B · Atlanta, GA+ Bc Advisors, LLC $4.73B · Mt. Laurel, NJ+ Symmetry Partners $4.73B · Glastonbury, CT
New York, NY
New York, NY
New York, NY
Assets under management$5B$5.66B$5.64B
Asset growth, last 2 years+1,146%+73%+8%
Advisory staff101143
Individual clients4,55270498
Assets per client$1.1M$8M$57.5M
Clients per advisor455033
Main custodianSchwabRaymond JamesPershing
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio21494

From each firm's latest Form ADV (Oct 2026, May 2026, Apr 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.

ToolSavvyKlingman and Associates, LLCBrave Warrior Advisors, LLC
CRM
HubSpotUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Savvy: Schwab, Fidelity · Klingman and Associates, LLC: Raymond James · Brave Warrior Advisors, LLC: Pershing, BNY