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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+ Greenspring Advisors, LLC $6.46B · Towson, MD+ Becker Capital Management, Inc. $5.73B · Portland, OR+ Mainstay Capital Management, LLC $5.31B · Grand Blanc, MI
Ann Arbor, MI
New York, NY
Los Angeles, CA
Assets under management$6.1B$6.46B$6.43B
Asset growth, last 2 years+10%+54%+73%
Advisory staff47118102
Individual clients30,5951,24911,433
Assets per client$199K$5.2M$562K
Clients per advisor6569112
Main custodianFidelityPershing–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio47710106

From each firm's latest Form ADV (May 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.

ToolSpcDouglass Winthrop Advisors LLCNwf Advisory Services Inc
Custodial Platform
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)Uses it––
Website Builders
Webflow–Uses itUses it
WixUses it––
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Spc: Fidelity · Douglass Winthrop Advisors LLC: Pershing, Schwab · Nwf Advisory Services Inc: none listed