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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+ Cladis Investment Advisory LLC $242.6M · Billings, MT+ Forteris Wealth Management, Inc. $219M · Armonk, NY+ Great Hill Advisory $218.4M · Port Washington, NY
New York, NY
New York, NY
Nashville, TN
Assets under management$230.9M$244.6M$242.6M
Asset growth, last 2 years+126%+562%+79%
Advisory staff10262
Individual clients4021,071141
Assets per client$574K$228K$1.7M
Clients per advisor404171
Main custodianSchwab–Schwab
Filing with the SEC since201820232012 or earlier
Tools in their stack––2
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

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.

ToolArch Global Advisors, LLCStirlingshire InvestmentsRayburn West Financial Services
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Arch Global Advisors, LLC: Schwab · Stirlingshire Investments: none listed · Rayburn West Financial Services: Schwab