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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):+ Osaic Institutions, Inc. $6.49B · Meriden, CT+ 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
Towson, MD
Assets under management$6.1B$6.46B$6.46B
Asset growth, last 2 years+10%+54%−6%
Advisory staff4711837
Individual clients30,5951,2491,697
Assets per client$199K$5.2M$3.8M
Clients per advisor656946
Main custodianFidelityPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack226
People on Advicer.bio4771046

From each firm's latest Form ADV (May 2026, Mar 2026, Oct 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 LLCGreenspring Advisors, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it–Uses it
Charles Schwab––Uses it
Website Builders
Webflow–Uses it–
WixUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Spc: Fidelity · Douglass Winthrop Advisors LLC: Pershing, Schwab · Greenspring Advisors, LLC: Fidelity, Vanguard, Schwab, Adp