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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 XYPN Sapphire (swap one in):+ Wallington Asset Management $1.32B · Indianapolis, IN+ Paragon Capital Management $1.32B · Denver, CO+ Moment Partners, LLC $1.19B · San Francisco, CA+ Aspire Growth Partners LLC $1.19B
Bozeman, MT
Westerly, RI
Bellevue, WA
Assets under management$1.25B$1.32B$1.19B
Asset growth, last 2 years+841%+40%+51%
Advisory staff60916
Individual clients7211,281583
Assets per client$1.7M$1M$2M
Clients per advisor1214236
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–14
People on Advicer.bio67916

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

ToolXYPN SapphireProfessional Planning GroupAvier Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Raymond James–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: XYPN Sapphire: Schwab · Professional Planning Group: Raymond James · Avier Wealth Advisors: Schwab, Fidelity