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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 Arborfi Advisors, LLC (swap one in):+ Taurum Retirement Partners, LLC $155.9M · Mesa, AZ+ Holcombe & Mcgrath $155.9M · Asheville, NC+ Wolverine Wealth Advisory Services Inc. $140.9M · Bloomfield Hills, MI+ Wilmington Trust Investment Management $140.8M · Wilmington, DE
Ann Arbor, MI
Kalamazoo, MI
Wilson, WY
Assets under management$148.4M$156.6M$155.9M
Asset growth, last 2 years+461%+22%+34%
Advisory staff221
Individual clients10113742
Assets per client$1.5M$1.1M$3.7M
Clients per advisor516942
Main custodianSchwabFidelityShareholders Service Group, LLC
Filing with the SEC since201920202024
Tools in their stack222
People on Advicer.bio221

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

ToolArborfi Advisors, LLCBreakwater CapitalGervais Capital Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Arborfi Advisors, LLC: Schwab · Breakwater Capital: Fidelity, Schwab, TIAA-Cref Investment Management LLC · Gervais Capital Management, LLC: Shareholders Service Group, LLC, Schwab, First Republic Bank, J.P. Morgan, Pershing