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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):+ Clear Creek Advisors $722.5M · Denver, CO+ 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
Newtown, PA
Assets under management$685.7M$720.8M$722.4M
Asset growth, last 2 years+133%+38%−16%
Advisory staff743
Individual clients352818177
Assets per client$1.9M$881K$4.1M
Clients per advisor5020559
Main custodianSchwabPershingTrade-PMR
Filing with the SEC since202020182021
Tools in their stack22–
People on Advicer.bio843

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

ToolThayer Partners LLCMateretsky Financial GroupJmac Enterprises LLC
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)–Uses it–
Planning Light
AdvyzonUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Thayer Partners LLC: Schwab, Fidelity · Materetsky Financial Group: Pershing · Jmac Enterprises LLC: Trade-PMR, Fidelity