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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 West Financial Services, Inc. (swap one in):+ Baltimore-Washington Financial Advisors $2.99B · Columbia, MD+ Mmbg Investment Advisors Co. $2.98B · Miami, FL+ Npf Investment Advisors $2.69B · Grand Rapids, MI+ Valley Wealth Managers, Inc. $2.69B · Paramus, NJ
Mclean, VA
Mclean, VA
San Francisco, CA
Assets under management$2.84B$3.19B$2.98B
Asset growth, last 2 years+31%+22%+155%
Advisory staff22296
Individual clients9401,442197
Assets per client$3M$2.2M$15.1M
Clients per advisor435033
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20162014
Tools in their stack533
People on Advicer.bio22256

From each firm's latest Form ADV (Aug 2026, Sep 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.

ToolWest Financial Services, Inc.Bogart Wealth, LLCIntellectus Partners, LLC
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses it–Uses it
Vanguard–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: West Financial Services, Inc.: Fidelity, Schwab · Bogart Wealth, LLC: Schwab · Intellectus Partners, LLC: Fidelity