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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):+ Holcombe & Mcgrath $155.9M · Asheville, NC+ Gervais Capital Management, LLC $155.9M · Wilson, WY+ Wolverine Wealth Advisory Services Inc. $140.9M · Bloomfield Hills, MI+ Wilmington Trust Investment Management $140.8M · Wilmington, DE
Ann Arbor, MI
Kalamazoo, MI
Bakersfield, CA
Assets under management$148.4M$156.6M$140.8M
Asset growth, last 2 years+461%+22%+44%
Advisory staff223
Individual clients101137348
Assets per client$1.5M$1.1M$405K
Clients per advisor5169116
Main custodianSchwabFidelityRaymond James
Filing with the SEC since201920202019
Tools in their stack221
People on Advicer.bio223

From each firm's latest Form ADV (Feb 2026, Mar 2026, Apr 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 CapitalMestmaker & Petrey Wealth Advisors
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Arborfi Advisors, LLC: Schwab · Breakwater Capital: Fidelity, Schwab, TIAA-Cref Investment Management LLC · Mestmaker & Petrey Wealth Advisors: Raymond James