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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
Austin, TX
Assets under management$629.9M$662.3M$662.4M
Asset growth, last 2 years+59%+198%+47%
Advisory staff784
Individual clients126813186
Assets per client$5M$815K$3.6M
Clients per advisor1810247
Main custodianPershingSchwabRaymond James
Filing with the SEC since2012 or earlier20232018
Tools in their stack2––
People on Advicer.bio8104

From each firm's latest Form ADV (Dec 2025, Jul 2026, Feb 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 AdvisorsHarrell Investment Partners, LLC
Custodial Platform
NetX360 (Pershing)Uses it––
Website Builders
WixUses it––

Custodians on Form ADV: Searle & Co.: Pershing · Bare Wealth Advisors: Schwab · Harrell Investment Partners, LLC: Raymond James