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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+ Gladstone Wealth Partners $5.68B · Palm Beach Gardens, FL+ Klingman and Associates, LLC $5.66B · New York, NY
Indianapolis, IN
Los Angeles, CA
Towson, MD
Assets under management$6.01B$6.43B$6.46B
Asset growth, last 2 years+52%+73%−6%
Advisory staff8610237
Individual clients4,42911,4331,697
Assets per client$1.4M$562K$3.8M
Clients per advisor5211246
Main custodian––Fidelity
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–26
People on Advicer.bio10210646

From each firm's latest Form ADV (Oct 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.

ToolThurston Springer AdvisorsNwf Advisory Services IncGreenspring Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Thurston Springer Advisors: none listed · Nwf Advisory Services Inc: none listed · Greenspring Advisors, LLC: Fidelity, Vanguard, Schwab, Adp