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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+ 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
Indianapolis, IN
Assets under management$5.64B$5.94B$6.01B
Asset growth, last 2 years−15%+39%+52%
Advisory staff181886
Individual clients2761,4184,429
Assets per client$20.4M$4.2M$1.4M
Clients per advisor157952
Main custodianFidelitySchwab–
Filing with the SEC since20162012 or earlier2018
Tools in their stack31–
People on Advicer.bio1926102

From each firm's latest Form ADV (Apr 2026, Oct 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, LLCThurston Springer Advisors
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 · Thurston Springer Advisors: none listed