Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Vancouver, WA
Assets under management$1.54B$1.67B$1.46B
Asset growth, last 2 years+9%+19%+63%
Advisory staff4512
Individual clients24715998
Assets per client$6.2M$111.6M$1.5M
Clients per advisor62383
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack122
People on Advicer.bio168

From each firm's latest Form ADV (Aug 2026, Mar 2026, Jan 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 AdvisorsMartel Wealth Advisors, LLC
CRM
Envestnet TamaracUses it––
Digital Marketing
Snappy Kraken––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Ycg, LLC: Schwab · Tailwind Advisors: Fidelity, J.P. Morgan · Martel Wealth Advisors, LLC: Schwab, SEI, Reliance Financial Corporation