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 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+ Mestmaker & Petrey Wealth Advisors $140.8M · Bakersfield, CA
Ann Arbor, MI
Kalamazoo, MI
Wilmington, DE
Assets under management$148.4M$156.6M$140.8M
Asset growth, last 2 years+461%+22%−25%
Advisory staff2230
Individual clients10113774
Assets per client$1.5M$1.1M$1.9M
Clients per advisor51692
Main custodianSchwabFidelityPershing
Filing with the SEC since201920202012 or earlier
Tools in their stack22–
People on Advicer.bio22–

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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 CapitalWilmington Trust Investment Management
Custodial Platform
Charles Schwab–Uses 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 · Wilmington Trust Investment Management: Pershing, Fidelity, Northern Trust