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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):+ Blue Spark Capital Advisors $242.8M · New York, NY+ Rayburn West Financial Services $242.6M · Nashville, TN+ Skyoak Capital, Inc. $219.2M · Las Vegas, NV+ Great Hill Advisory $218.4M · Port Washington, NY
New York, NY
New York, NY
Armonk, NY
Assets under management$230.9M$244.6M$219M
Asset growth, last 2 years+126%+562%+58%
Advisory staff10263
Individual clients4021,071175
Assets per client$574K$228K$1.3M
Clients per advisor404158
Main custodianSchwab–Trade-PMR
Filing with the SEC since201820232012 or earlier
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 · Forteris Wealth Management, Inc.: Trade-PMR