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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 Winthrop Wealth (swap one in):+ Northeast Investment Management Inc $3.27B · Boston, MA+ Pfg Advisors $3.26B · Phoenix, AZ+ A.g.p / Alliance Global Partners $2.95B · Westport, CT+ Creative Financial Designs, Inc. $2.94B · Kokomo, IN
Boston, MA
Boston, MA
Sylvania, OH
Assets under management$3.1B$3.42B$2.94B
Asset growth, last 2 years+40%+40%+31%
Advisory staff275722
Individual clients2,4057,280880
Assets per client$1.3M$470K$3.3M
Clients per advisor8912840
Main custodianLPL FinancialLPL FinancialSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack3–3
People on Advicer.bio286018

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

ToolWinthrop WealthFlagship Harbor Advisors, LLCSjs Investment Services
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
Advisory Fee Billing
AdvicePayUses it––
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Winthrop Wealth: LPL Financial · Flagship Harbor Advisors, LLC: LPL Financial · Sjs Investment Services: Schwab