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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 Scs (swap one in):+ Doyenne Wealth Advisors $2.04B · Chicago, IL+ Mosaic Wealth $2.04B · St. Louis, MO+ RIA Advisors $1.84B · Houston, TX+ Auxano Advisors $1.78B · Bellevue, WA
Bellevue, WA
Boston, MA
El Segundo, CA
Assets under management$1.94B$2.04B$1.84B
Asset growth, last 2 years+50%+26%−33%
Advisory staff32314
Individual clients2,425187462
Assets per client$801K$10.9M$4M
Clients per advisor766233
Main custodianLPL Financial–Goldman Sachs
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio3212

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

ToolScsMinot Deblois Advisors LLCGranite Investment Partners, LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: Scs: LPL Financial · Minot Deblois Advisors LLC: none listed · Granite Investment Partners, LLC: Goldman Sachs, Northern Trust, Schwab