Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Svb Wealth (swap one in):+ Northeast Investment Management Inc $3.27B · Boston, MA+ Pfg Advisors $3.26B · Phoenix, AZ+ Sjs Investment Services $2.94B · Sylvania, OH+ Asset Dedication, LLC $2.93B · San Francisco, CA
Boston, MA
Boston, MA
Cincinnati, OH
Assets under management$3.1B$3.42B$2.94B
Asset growth, last 2 years−53%+40%+50%
Advisory staff365722
Individual clients1,0247,280919
Assets per client$3M$470K$3.2M
Clients per advisor2812842
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio806029

From each firm's latest Form ADV (Mar 2026, May 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.

ToolSvb WealthFlagship Harbor Advisors, LLCFoster & Motley Inc
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Svb Wealth: Fidelity, Schwab, Boston Private Bank & Trust · Flagship Harbor Advisors, LLC: LPL Financial · Foster & Motley Inc: Schwab