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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+ Gladstone Wealth Partners $5.68B · Palm Beach Gardens, FL
Ann Arbor, MI
New York, NY
Grand Blanc, MI
Assets under management$6.1B$6.46B$5.31B
Asset growth, last 2 years+10%+54%+36%
Advisory staff4711819
Individual clients30,5951,2493,454
Assets per client$199K$5.2M$1.5M
Clients per advisor6569182
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack221
People on Advicer.bio4771023

From each firm's latest Form ADV (May 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.

ToolSpcDouglass Winthrop Advisors LLCMainstay Capital Management, LLC
Website Builders
Webflow–Uses it–
WixUses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Spc: Fidelity · Douglass Winthrop Advisors LLC: Pershing, Schwab · Mainstay Capital Management, LLC: Schwab, Pershing