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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):+ L. Roy Papp & Associates, LLP $1.62B · Phoenix, AZ+ Pasadena Private Wealth, LLC $1.62B · Pasadena, CA+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX
Austin, TX
Fort Worth, TX
Novi, MI
Assets under management$1.54B$1.67B$1.62B
Asset growth, last 2 years+9%+19%+77%
Advisory staff457
Individual clients24715759
Assets per client$6.2M$111.6M$2.1M
Clients per advisor623108
Main custodianSchwabFidelityRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack121
People on Advicer.bio169

From each firm's latest Form ADV (Aug 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.

ToolYcg, LLCTailwind AdvisorsThe Nemes Rush Group, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
NetX360 (Pershing)––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 · The Nemes Rush Group, LLC: Raymond James, Pershing