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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+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Midwest Professional Planners, LTD. $649.3M · Wausau, WI
Boynton Beach, FL
Newport Beach, CA
Assets under management$685.7M$720.8M$720.7M
Asset growth, last 2 years+133%+38%+23%
Advisory staff744
Individual clients352818328
Assets per client$1.9M$881K$2.2M
Clients per advisor5020582
Main custodianSchwabPershingSchwab
Filing with the SEC since202020182012 or earlier
Tools in their stack221
People on Advicer.bio846

From each firm's latest Form ADV (Apr 2026, Mar 2026, Sep 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 GroupRs Crum Inc.
CRM
Envestnet Tamarac––Uses it
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 · Rs Crum Inc.: Schwab