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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+ Avier Wealth Advisors $1.19B · Bellevue, WA+ Aspire Growth Partners LLC $1.19B
Bozeman, MT
Westerly, RI
San Francisco, CA
Assets under management$1.25B$1.32B$1.19B
Asset growth, last 2 years+841%+40%–
Advisory staff6095
Individual clients7211,281412
Assets per client$1.7M$1M$2.9M
Clients per advisor1214282
Main custodianSchwabRaymond JamesWells Fargo
Filing with the SEC since20172012 or earlier2024
Tools in their stack–12
People on Advicer.bio6794

From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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 GroupMoment Partners, LLC
Custodial Platform
Raymond James–Uses it–
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: XYPN Sapphire: Schwab · Professional Planning Group: Raymond James · Moment Partners, LLC: Wells Fargo