Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Bollard Group LLC (swap one in):+ Proficio Capital Partners LLC $8.17B · Newton, MA+ John W. Bristol & Co., Inc. $7.07B · New York, NY+ Missionsquare Retirement $6.31B · Washington, DC+ Grimes & Company $6.3B · Westborough, MA
Boston, MA
Boston, MA
Lincoln, MA
Assets under management$6.72B$8.02B$7.67B
Asset growth, last 2 years+19%+41%+40%
Advisory staff125623
Individual clients141,10662
Assets per client$480.3M$7.3M$123.7M
Clients per advisor1203
Main custodianJ.P. MorganFidelityFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–––
People on Advicer.bio14014

From each firm's latest Form ADV (Jul 2026, Jun 2026, Dec 2025). 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: The Bollard Group LLC: J.P. Morgan, Morgan Stanley, Fidelity · Crestwood Advisors: Fidelity, Schwab · Fiduciary Trust International, LLC: Fidelity