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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+ Essex LLC $649.3M · Deer Park, IL
Boynton Beach, FL
Wausau, WI
Assets under management$685.7M$720.8M$649.3M
Asset growth, last 2 years+133%+38%+50%
Advisory staff7415
Individual clients352818710
Assets per client$1.9M$881K$915K
Clients per advisor5020547
Main custodianSchwabPershingFidelity
Filing with the SEC since202020182012 or earlier
Tools in their stack223
People on Advicer.bio8417

From each firm's latest Form ADV (Apr 2026, Mar 2026, Oct 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 GroupMidwest Professional Planners, LTD.
Custodial Platform
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)––Uses it
CRM
HubSpotUses it––
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Thayer Partners LLC: Schwab, Fidelity · Materetsky Financial Group: Pershing · Midwest Professional Planners, LTD.: Fidelity, Jackson National Life Distributors LLC