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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 7th Harvest Investments (swap one in):+ Seal Rock Wealth Management, LLC $87.6M+ In Touch Financial Services $87.5M · Oakland, CA+ Endeavor Financial Advisors, LLC $79.2M+ John Line, CPA, Inc. $79M · Dallas, TX
Dallas, TX
Tulsa, OK
Assets under management$83.3M$87.6M$79.2M
Asset growth, last 2 years+19%–+147%
Advisory staff341
Individual clients1137649
Assets per client$738K$1.2M$1.6M
Clients per advisor381949
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262016
Tools in their stack2––
People on Advicer.bio241

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

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.

Tool7th Harvest InvestmentsChartmark Investments, Inc.Lawrence Wealth Management
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: 7th Harvest Investments: none listed · Chartmark Investments, Inc.: none listed · Lawrence Wealth Management: Schwab