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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+ Granite Investment Partners, LLC $1.84B · El Segundo, CA+ Auxano Advisors $1.78B · Bellevue, WA
Bellevue, WA
Boston, MA
Aspen, CO
Assets under management$1.94B$2.04B$2.05B
Asset growth, last 2 years+50%+26%–
Advisory staff3239
Individual clients2,425187175
Assets per client$801K$10.9M$11.7M
Clients per advisor766219
Main custodianLPL Financial–Morgan Stanley
Filing with the SEC since20202012 or earlier2024
Tools in their stack––1
People on Advicer.bio32110

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

ToolScsMinot Deblois Advisors LLCPcm Encore, LLC
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Scs: LPL Financial · Minot Deblois Advisors LLC: none listed · Pcm Encore, LLC: Morgan Stanley