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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+ David Vaughan Investments, LLC $5.33B · Peoria, IL+ Mainstay Capital Management, LLC $5.31B · Grand Blanc, MI
Salt Lake City, UT
Los Angeles, CA
Golden, CO
Assets under management$5.64B$5.94B$5.36B
Asset growth, last 2 years−15%+39%+65%
Advisory staff181895
Individual clients2761,41811,019
Assets per client$20.4M$4.2M$486K
Clients per advisor1579116
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since20162012 or earlier2016
Tools in their stack31–
People on Advicer.bio1926113

From each firm's latest Form ADV (Apr 2026, Oct 2026, Jun 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, LLCWestern Wealth Management 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 · Western Wealth Management LLC: LPL Financial