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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+ Mainstay Capital Management, LLC $5.31B · Grand Blanc, MI
Salt Lake City, UT
Los Angeles, CA
Peoria, IL
Assets under management$5.64B$5.94B$5.33B
Asset growth, last 2 years−15%+39%+24%
Advisory staff181848
Individual clients2761,4181,164
Assets per client$20.4M$4.2M$4.6M
Clients per advisor157924
Main custodianFidelitySchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio192624

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

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, LLCDavid Vaughan Investments, LLC
Client File Sharing
ShareFileUses it––
Performance Reporting
AddeparUses it––
Portfolio Management
Orion–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Sepio Capital, LP: Fidelity · Westmount Partners, LLC: Schwab · David Vaughan Investments, LLC: Schwab