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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 Sjs Investment Services (swap one in):+ Winthrop Wealth $3.1B · Boston, MA+ Red Door Wealth Management, LLC $3.09B · Memphis, TN+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA+ Johnson Brunetti $2.78B · Wethersfield, CT
Sylvania, OH
Boston, MA
Houston, TX
Assets under management$2.94B$3.1B$3.1B
Asset growth, last 2 years+31%−53%+60%
Advisory staff223611
Individual clients8801,024336
Assets per client$3.3M$3M$9.2M
Clients per advisor402831
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack3–1
People on Advicer.bio18808

From each firm's latest Form ADV (Sep 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.

ToolSjs Investment ServicesSvb WealthEagle Global Advisors LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Sjs Investment Services: Schwab · Svb Wealth: Fidelity, Schwab, Boston Private Bank & Trust · Eagle Global Advisors LLC: Fidelity, U.S. Bank, SEI