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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 Wedgewood Partners, Inc. (swap one in):+ Greater Midwest Financial Group, LLC $589.3M · Saint Paul, MN+ Wp Advisors, LLC $588.9M+ Brophy Wealth Management, LLC $532.5M · Bedford, NH+ Eight 31 Financial, LLC $532.4M · Midland, TX
St Louis, MO
Darien, CT
Grand Rapids, MI
Assets under management$560.7M$589M$589.4M
Asset growth, last 2 years+21%+31%+55%
Advisory staff336
Individual clients331241446
Assets per client$1.7M$2.4M$1.3M
Clients per advisor1108074
Main custodianUBSJ.P. MorganSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio436

From each firm's latest Form ADV (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.

ToolWedgewood Partners, Inc.Fairfield, Bush & Co.Voisard Asset Management Group
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Wedgewood Partners, Inc.: UBS, Morgan Stanley, Schwab, Fidelity · Fairfield, Bush & Co.: J.P. Morgan, Schwab, Pershing · Voisard Asset Management Group: Schwab