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 Institute (swap one in):+ Spirepoint Private Client, LLC $1.44B · Vero Beach, FL+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Biondo Investment Advisors LLC $1.29B · Milford, PA
Denver, CO
Bethesda, MD
West Conshohocken, PA
Assets under management$1.37B$1.44B$1.3B
Asset growth, last 2 years+48%+35%+19%
Advisory staff17811
Individual clients803444268
Assets per client$1.7M$3.2M$4.8M
Clients per advisor475624
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio1283

From each firm's latest Form ADV (Jul 2026, Mar 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 InstituteMv Capital Management, Inc.Baldwin Investment Management, LLC
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: The Institute: Schwab · Mv Capital Management, Inc.: Fidelity, Broadridge Business Process Outsourcing, LLC · Baldwin Investment Management, LLC: Schwab