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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 Searle & Co. (swap one in):+ Westshore Wealth $662.4M · Newport Beach, CA+ Quattro Advisors L.l.c. $661.7M · Pittsburgh, PA+ Concorde Asset Management, LLC $598.4M · Ann Arbor, MI+ Fairfield, Bush & Co. $589M · Darien, CT
Greenwich, CT
Gap, PA
Grand Rapids, MI
Assets under management$629.9M$662.3M$597.8M
Asset growth, last 2 years+59%+198%−1%
Advisory staff786
Individual clients126813147
Assets per client$5M$815K$4.1M
Clients per advisor1810225
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack2–6
People on Advicer.bio8107

From each firm's latest Form ADV (Dec 2025, Jul 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.

ToolSearle & Co.Bare Wealth AdvisorsGrand Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)––Uses it
Website Builders
Webflow––Uses it
WixUses it––
Client File Sharing
Egnyte––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Searle & Co.: Pershing · Bare Wealth Advisors: Schwab · Grand Wealth Management, LLC: Fidelity