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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 Virtus Wealth Solutions (swap one in):+ Sovereign Wealth Advisors LLC $625.1M · Houston, TX+ Portfolio Design Labs, LLC $624.9M · Encino, CA+ Jackson Square Capital, LLC $564.3M · San Francisco, CA+ Dumont & Blake Investment Advisors LLC $562.3M · Princeton, NJ
Cranford, NJ
West Deptford, NJ
Milwaukee, WI
Assets under management$594.9M$633.2M$564.8M
Asset growth, last 2 years–+59%+25%
Advisory staff451
Individual clients3071,03626
Assets per client$1.9M$611K$21.7M
Clients per advisor7720726
Main custodianFidelityRaymond JamesRobert W. Baird & Co. Incorporated
Filing with the SEC since202420222012 or earlier
Tools in their stack–––
People on Advicer.bio351

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Virtus Wealth Solutions: Fidelity · Kennedy Investment Group: Raymond James · Friedlander & Co Inc: Robert W. Baird & Co. Incorporated, RBC