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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):+ Edgemoor Investment Advisors, Inc. $1.52B · Bethesda, MD+ RBC Securities, Inc. $1.52B · Los Angeles, CA+ Bbva Global Wealth Advisors, Inc. $1.36B · Miami, FL+ Fifth Avenue Family Office $1.35B · Naples, FL
Vero Beach, FL
Wayne, PA
Cincinnati, OH
Assets under management$1.44B$1.52B$1.51B
Asset growth, last 2 years+54%+131%+43%
Advisory staff8193
Individual clients1,3212,504415
Assets per client$1.1M$605K$3.6M
Clients per advisor165132138
Main custodianFolioRaymond JamesSchwab
Filing with the SEC since202320182012 or earlier
Tools in their stack2–2
People on Advicer.bio9204

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 CapitalOpus Capital Management
Advisor Lead Gen
WiserAdvisorUses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it–Uses it

Custodians on Form ADV: Spirepoint Private Client, LLC: Folio · Alden Capital: Raymond James · Opus Capital Management: Schwab