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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
Meriden, CT
Assets under management$6.1B$6.46B$6.49B
Asset growth, last 2 years+10%+54%+79%
Advisory staff47118478
Individual clients30,5951,24915,798
Assets per client$199K$5.2M$411K
Clients per advisor656933
Main custodianFidelityPershingPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio47710549

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 LLCOsaic Institutions, Inc.
Website Builders
Webflow–Uses it–
WixUses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it––

Custodians on Form ADV: Spc: Fidelity · Douglass Winthrop Advisors LLC: Pershing, Schwab · Osaic Institutions, Inc.: Pershing