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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 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+ Foster & Motley Inc $2.94B · Cincinnati, OH
Boston, MA
Boston, MA
Grand Rapids, MI
Assets under management$3.1B$3.42B$3.29B
Asset growth, last 2 years−53%+40%+61%
Advisory staff365717
Individual clients1,0247,280727
Assets per client$3M$470K$4.5M
Clients per advisor2812843
Main custodianFidelityLPL FinancialFidelity
Filing with the SEC since20142012 or earlier2017
Tools in their stack–––
People on Advicer.bio806018

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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