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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 Sepio Capital, LP (swap one in):+ Thurston Springer Advisors $6.01B · Indianapolis, IN+ Index Fund Advisors, Inc. $5.93B · Irvine, CA+ Western Wealth Management LLC $5.36B · Golden, CO+ David Vaughan Investments, LLC $5.33B · Peoria, IL
Salt Lake City, UT
Los Angeles, CA
Scottsdale, AZ
Assets under management$5.64B$5.94B$6.01B
Asset growth, last 2 years−15%+39%+108%
Advisory staff181863
Individual clients2761,4183,181
Assets per client$20.4M$4.2M$1.9M
Clients per advisor157950
Main custodianFidelitySchwabPershing
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack312
People on Advicer.bio192697

From each firm's latest Form ADV (Apr 2026, Oct 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

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.

ToolSepio Capital, LPWestmount Partners, LLCAshton Thomas Private Wealth
Website Builders
Squarespace––Uses it
WebflowUses it––
Client File Sharing
ShareFileUses it––
CRM
HubSpot––Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Sepio Capital, LP: Fidelity · Westmount Partners, LLC: Schwab · Ashton Thomas Private Wealth: Pershing, Schwab, Goldman Sachs, Fidelity