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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 Thurston Springer Advisors (swap one in):+ Douglass Winthrop Advisors LLC $6.46B · New York, NY+ Truepoint, Inc. $6.39B · Cincinnati, OH+ Klingman and Associates, LLC $5.66B · New York, NY+ Tfo Wealth Partners $5.66B · Maumee, OH
Indianapolis, IN
Los Angeles, CA
Palm Beach Gardens, FL
Assets under management$6.01B$6.43B$5.68B
Asset growth, last 2 years+52%+73%+42%
Advisory staff86102104
Individual clients4,42911,4338,302
Assets per client$1.4M$562K$685K
Clients per advisor5211280
Main custodian––LPL Financial
Filing with the SEC since20182012 or earlier2015
Tools in their stack–22
People on Advicer.bio102106109

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

ToolThurston Springer AdvisorsNwf Advisory Services IncGladstone Wealth Partners
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Thurston Springer Advisors: none listed · Nwf Advisory Services Inc: none listed · Gladstone Wealth Partners: LPL Financial