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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 Ycg, LLC (swap one in):+ Pasadena Private Wealth, LLC $1.62B · Pasadena, CA+ The Nemes Rush Group, LLC $1.62B · Novi, MI+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX
Austin, TX
Fort Worth, TX
Phoenix, AZ
Assets under management$1.54B$1.67B$1.62B
Asset growth, last 2 years+9%+19%+14%
Advisory staff4510
Individual clients24715549
Assets per client$6.2M$111.6M$3M
Clients per advisor62355
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio1611

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

ToolYcg, LLCTailwind AdvisorsL. Roy Papp & Associates, LLP
CRM
Envestnet TamaracUses it–Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Ycg, LLC: Schwab · Tailwind Advisors: Fidelity, J.P. Morgan · L. Roy Papp & Associates, LLP: Schwab