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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+ Eagle Global Advisors LLC $3.1B · Houston, TX+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA+ Johnson Brunetti $2.78B · Wethersfield, CT
Sylvania, OH
Boston, MA
Memphis, TN
Assets under management$2.94B$3.1B$3.09B
Asset growth, last 2 years+31%−53%+72%
Advisory staff223610
Individual clients8801,024929
Assets per client$3.3M$3M$3.3M
Clients per advisor402893
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20142014
Tools in their stack3–3
People on Advicer.bio188010

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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 WealthRed Door Wealth Management, LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it–Uses 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 · Red Door Wealth Management, LLC: Schwab