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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 Spirepoint Private Client, LLC (swap one in):+ RBC Securities, Inc. $1.52B · Los Angeles, CA+ Opus Capital Management $1.51B · Cincinnati, OH+ Bbva Global Wealth Advisors, Inc. $1.36B · Miami, FL+ Fifth Avenue Family Office $1.35B · Naples, FL
Vero Beach, FL
Wayne, PA
Bethesda, MD
Assets under management$1.44B$1.52B$1.52B
Asset growth, last 2 years+54%+131%+28%
Advisory staff8196
Individual clients1,3212,504312
Assets per client$1.1M$605K$4.9M
Clients per advisor16513252
Main custodianFolioRaymond JamesSchwab
Filing with the SEC since202320182012 or earlier
Tools in their stack2–4
People on Advicer.bio9206

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

ToolSpirepoint Private Client, LLCAlden CapitalEdgemoor Investment Advisors, Inc.
Advisor Lead Gen
WiserAdvisorUses it––
Client Data Gathering
RedCapture––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
E-Signature
RightSignature––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Spirepoint Private Client, LLC: Folio · Alden Capital: Raymond James · Edgemoor Investment Advisors, Inc.: Schwab, Fidelity