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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 The Ascent Group, LLC (swap one in):+ Coastal Bridge Advisors $5.02B · Westport, CT+ Savvy $5B · New York, NY+ Cwa Asset Management Group $4.51B · Naples, FL+ Spire Wealth Management, LLC $4.51B · Mclean, VA
Virginia Beach, VA
St Louis, MO
Minneapolis, MN
Assets under management$4.76B$5.01B$5.03B
Asset growth, last 2 years+65%+41%−20%
Advisory staff1913223
Individual clients4,1777,7623,482
Assets per client$1.1M$645K$1.4M
Clients per advisor22059151
Main custodianSchwab–Schwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio201012

From each firm's latest Form ADV (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.

ToolThe Ascent Group, LLCStifel Independent Advisors, LLCRiverbridge
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: The Ascent Group, LLC: Schwab, AssetMark · Stifel Independent Advisors, LLC: none listed · Riverbridge: Schwab, BNY, Northern Trust