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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 Institute (swap one in):+ Fusion Family Wealth, LLC $1.44B · Woodbury, NY+ Spirepoint Private Client, LLC $1.44B · Vero Beach, FL+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA
Denver, CO
Bethesda, MD
The Woodlands, TX
Assets under management$1.37B$1.44B$1.44B
Asset growth, last 2 years+48%+35%+94%
Advisory staff17814
Individual clients803444884
Assets per client$1.7M$3.2M$1.6M
Clients per advisor475663
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack–1–
People on Advicer.bio12819

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

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.Rhame & Gorrell Wealth Management
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: The Institute: Schwab · Mv Capital Management, Inc.: Fidelity, Broadridge Business Process Outsourcing, LLC · Rhame & Gorrell Wealth Management: Schwab