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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 Bollard Group LLC (swap one in):+ Proficio Capital Partners LLC $8.17B · Newton, MA+ Fiduciary Trust International, LLC $7.67B · Lincoln, MA+ Missionsquare Retirement $6.31B · Washington, DC+ Stelac Advisory Services LLC $6.29B · New York, NY
Boston, MA
Boston, MA
Westborough, MA
Assets under management$6.72B$8.02B$6.3B
Asset growth, last 2 years+19%+41%+30%
Advisory staff125636
Individual clients141,1063,660
Assets per client$480.3M$7.3M$1.7M
Clients per advisor120102
Main custodianJ.P. MorganFidelityFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack––5
People on Advicer.bio14039

From each firm's latest Form ADV (Jul 2026, Jun 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 Bollard Group LLCCrestwood AdvisorsGrimes & Company
Client File Sharing
ShareFile––Uses it
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: The Bollard Group LLC: J.P. Morgan, Morgan Stanley, Fidelity · Crestwood Advisors: Fidelity, Schwab · Grimes & Company: Fidelity, Schwab