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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+ Grimes & Company $6.3B · Westborough, MA+ Stelac Advisory Services LLC $6.29B · New York, NY
Boston, MA
Boston, MA
Washington, DC
Assets under management$6.72B$8.02B$6.31B
Asset growth, last 2 years+19%+41%+844%
Advisory staff1256174
Individual clients141,10640,526
Assets per client$480.3M$7.3M$156K
Clients per advisor120233
Main custodianJ.P. MorganFidelity–
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–––
People on Advicer.bio140132

From each firm's latest Form ADV (Jul 2026, Jun 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

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 · Missionsquare Retirement: none listed