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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 Silverlake Wealth Management LLC (swap one in):+ Jlb & Associates Inc $892.7M · Plymouth, MI+ Swisspartners Advisors $891.8M · Zurich+ Mayfair Advisory Group, LLC $806.4M · Birmingham, AL+ Droms Strauss Wealth Management $806.3M · St. Louis, MO
Williston, VT
Portland, ME
New York, NY
Assets under management$849.1M$891.8M$892.4M
Asset growth, last 2 years+75%+8%–
Advisory staff1160
Individual clients1,028423103,270
Assets per client$826K$2.1M$9K
Clients per advisor9371–
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–––
People on Advicer.bio971

From each firm's latest Form ADV (Jul 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Silverlake Wealth Management LLC: Fidelity, Schwab · Headinvest: Schwab · Autopilot: none listed