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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 Securestate (swap one in):+ Evergreen Wealth Advisors $112.5M · Raleigh, NC+ Pillar6 Advisors, LLC $112.3M · San Francisco, CA+ Sequentis Capital LLC $101.5M · Boston, MA+ Corwin Company LLC $101.3M · Indianapolis, IN
Pendleton, IN
Charlottesville, VA
Spring, TX
Assets under management$106.9M$112.3M$101.5M
Asset growth, last 2 years–––
Advisory staff224
Individual clients27886155
Assets per client$384K$1.3M$655K
Clients per advisor1394339
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack–11
People on Advicer.bio224

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

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.

ToolSecurestateAria Wealth PartnersMagnolia Wealth
Planning Light
Advyzon–Uses it–
Website Builders
Webflow––Uses it