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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 Thayer Partners LLC (swap one in):+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Rs Crum Inc. $720.7M · Newport Beach, CA+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Midwest Professional Planners, LTD. $649.3M · Wausau, WI
Boynton Beach, FL
Denver, CO
Assets under management$685.7M$720.8M$722.5M
Asset growth, last 2 years+133%+38%+92%
Advisory staff749
Individual clients352818483
Assets per client$1.9M$881K$1.5M
Clients per advisor5020554
Main custodianSchwabPershingSchwab
Filing with the SEC since202020182018
Tools in their stack224
People on Advicer.bio849

From each firm's latest Form ADV (Apr 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.

ToolThayer Partners LLCMateretsky Financial GroupClear Creek Advisors
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
HubSpotUses it––
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
FinFolio––Uses it

Custodians on Form ADV: Thayer Partners LLC: Schwab, Fidelity · Materetsky Financial Group: Pershing · Clear Creek Advisors: Schwab