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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):+ Ashton Thomas Private Wealth $6.01B · Scottsdale, AZ+ Thurston Springer Advisors $6.01B · Indianapolis, IN+ Western Wealth Management LLC $5.36B · Golden, CO+ David Vaughan Investments, LLC $5.33B · Peoria, IL
Salt Lake City, UT
Los Angeles, CA
Irvine, CA
Assets under management$5.64B$5.94B$5.93B
Asset growth, last 2 years−15%+39%+36%
Advisory staff181830
Individual clients2761,4182,095
Assets per client$20.4M$4.2M$2.8M
Clients per advisor157970
Main custodianFidelitySchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack316
People on Advicer.bio192618

From each firm's latest Form ADV (Apr 2026, Oct 2026, Mar 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, LLCIndex Fund Advisors, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond––Uses it
Performance Reporting
AddeparUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Sepio Capital, LP: Fidelity · Westmount Partners, LLC: Schwab · Index Fund Advisors, Inc.: Schwab