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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 Scott Capital Partners (swap one in):+ Greatmark Investment Partners, Inc. $1.02B · Columbus, GA+ Zevin Asset Management, LLC $1.02B · Boston, MA+ Keudell Morrison Wealth Management, LLC $921.5M · Salem, OR+ Princeton Global Asset Management LLC $921.3M · Princeton, NJ
London
Farmington, MI
Paramus, NJ
Assets under management$970.5M$1.02B$1.02B
Asset growth, last 2 years–+63%+76%
Advisory staff8454
Individual clients854,363370
Assets per client$11.4M$234K$2.8M
Clients per advisor119793
Main custodianBrown Shipley & CoSchwabSchwab
Filing with the SEC since202420152022
Tools in their stack–1–
People on Advicer.bio–415

From each firm's latest Form ADV (Jun 2026, Sep 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.

ToolScott Capital PartnersAsset Allocation Strategies, LLCBreakwater Capital Group
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Scott Capital Partners: Brown Shipley & Co · Asset Allocation Strategies, LLC: Schwab, Ipx Trust · Breakwater Capital Group: Schwab