Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Brave Warrior Advisors, LLC $5.64B · New York, NY+ Bip Wealth, LLC $5.29B · Atlanta, GA+ Bc Advisors, LLC $4.73B · Mt. Laurel, NJ+ Jfs Wealth Advisors, LLC $4.73B · Hermitage, PA
New York, NY
New York, NY
Glastonbury, CT
Assets under management$5B$5.66B$4.73B
Asset growth, last 2 years+1,146%+73%−20%
Advisory staff101145
Individual clients4,5527048,476
Assets per client$1.1M$8M$558K
Clients per advisor45501,695
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio214923

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

ToolSavvyKlingman and Associates, LLCSymmetry Partners
CRM
HubSpotUses it–Uses it
TAMP
Symmetry Partners––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Savvy: Schwab, Fidelity · Klingman and Associates, LLC: Raymond James · Symmetry Partners: Schwab, Axos Clearing, Alerus Financial , N.a.