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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 Spc (swap one in):+ Greenspring Advisors, LLC $6.46B · Towson, MD+ Nwf Advisory Services Inc $6.43B · Los Angeles, CA+ Becker Capital Management, Inc. $5.73B · Portland, OR+ Mainstay Capital Management, LLC $5.31B · Grand Blanc, MI
Ann Arbor, MI
New York, NY
Palm Beach Gardens, FL
Assets under management$6.1B$6.46B$5.68B
Asset growth, last 2 years+10%+54%+42%
Advisory staff47118104
Individual clients30,5951,2498,302
Assets per client$199K$5.2M$685K
Clients per advisor656980
Main custodianFidelityPershingLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack222
People on Advicer.bio47710109

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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.

ToolSpcDouglass Winthrop Advisors LLCGladstone Wealth Partners
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)Uses it––
Website Builders
Webflow–Uses it–
WixUses it––
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Spc: Fidelity · Douglass Winthrop Advisors LLC: Pershing, Schwab · Gladstone Wealth Partners: LPL Financial