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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 Swisspartners Advisors (swap one in):+ Blankinship & Foster, LLC $939.5M · Solana Beach, CA+ Stonebrook Private LLC $937M · Northville, MI+ Seneca Financial Advisors LLC $847.2M · Rochester, NY+ Baron Wealth Management, LLC $846.8M · Troy, MI
Zurich
Deerfield, IL
Houston, TX
Assets under management$891.8M$938.4M$938.5M
Asset growth, last 2 years+78%+31%+67%
Advisory staff357
Individual clients73383207
Assets per client$12.2M$2.5M$4.5M
Clients per advisor247730
Main custodianBank Julius Baer & Co. LTD.FidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–13
People on Advicer.bio–58

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

ToolSwisspartners AdvisorsRoberts, Glore & Co.Ascension Capital Advisors, Inc.
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Swisspartners Advisors: Bank Julius Baer & Co. LTD., Banque Pictet & Cie Sa, Pershing, Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers · Roberts, Glore & Co.: Fidelity · Ascension Capital Advisors, Inc.: Schwab