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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 Wiregrass Asset Management (swap one in):+ North Forty Two & Co. $167.9M · Lake Oswego, OR+ Hawkins Investment Counsel, LLC $167.8M+ Trademark Capital Management Inc. $150.8M · Watkinsville, GA+ Unified Investment Management $150.6M · Atlanta, GA
Thomasville, GA
Bedford, NH
Assets under management$159.7M$167.9M$151.6M
Asset growth, last 2 years+69%+1%+18%
Advisory staff111
Individual clients3139798
Assets per client$510K$1.7M$1.5M
Clients per advisor3139798
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since201620172021
Tools in their stack–––
People on Advicer.bio112

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

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

Custodians on Form ADV: Wiregrass Asset Management: LPL Financial · Lloyd Park, LLC: Schwab, Goldman Sachs · Bartley Financial Advisors, LLC: Fidelity, Schwab