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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
Houston, TX
Assets under management$1.94B$2.04B$1.84B
Asset growth, last 2 years+50%+26%+49%
Advisory staff32317
Individual clients2,4251871,235
Assets per client$801K$10.9M$1.5M
Clients per advisor766273
Main custodianLPL Financial–Fidelity
Filing with the SEC since20202012 or earlier2013
Tools in their stack–––
People on Advicer.bio32114

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Scs: LPL Financial · Minot Deblois Advisors LLC: none listed · RIA Advisors: Fidelity