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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+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA
Denver, CO
Bethesda, MD
Vero Beach, FL
Assets under management$1.37B$1.44B$1.44B
Asset growth, last 2 years+48%+35%+54%
Advisory staff1788
Individual clients8034441,321
Assets per client$1.7M$3.2M$1.1M
Clients per advisor4756165
Main custodianSchwabFidelityFolio
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–12
People on Advicer.bio1289

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jun 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.Spirepoint Private Client, LLC
Advisor Lead Gen
WiserAdvisor––Uses it
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: The Institute: Schwab · Mv Capital Management, Inc.: Fidelity, Broadridge Business Process Outsourcing, LLC · Spirepoint Private Client, LLC: Folio