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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 Arch Global Advisors, LLC (swap one in):+ Cladis Investment Advisory LLC $242.6M · Billings, MT+ Rayburn West Financial Services $242.6M · Nashville, TN+ Forteris Wealth Management, Inc. $219M · Armonk, NY+ Great Hill Advisory $218.4M · Port Washington, NY
New York, NY
New York, NY
New York, NY
Assets under management$230.9M$244.6M$242.8M
Asset growth, last 2 years+126%+562%+50%
Advisory staff10262
Individual clients4021,07185
Assets per client$574K$228K$2.9M
Clients per advisor404143
Main custodianSchwab–Schwab
Filing with the SEC since201820232015
Tools in their stack–––
People on Advicer.bio6282

From each firm's latest Form ADV (Oct 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Arch Global Advisors, LLC: Schwab · Stirlingshire Investments: none listed · Blue Spark Capital Advisors: Schwab