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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 Birchbrook (swap one in):+ Iwealth $311.6M · Waseca, MN+ Griffiths, Dreher & Evans, P.s., Cpas $311.4M · Spokane, WA+ B.a. Schrock Wealth Management $281.6M · Wadsworth, OH+ Trinity Wealth Advisors LLC $281.5M · St. Louis, MO
Bangor, ME
Troy, MI
Clearwater, FL
Assets under management$296.5M$311.6M$281.5M
Asset growth, last 2 years+21%+63%+17%
Advisory staff523
Individual clients31074204
Assets per client$956K$4.2M$1.4M
Clients per advisor623768
Main custodianSchwabSchwabInteractive Brokers
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio623

From each firm's latest Form ADV (Apr 2026, Mar 2026, Oct 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.

ToolBirchbrookMiller CapitalSuccessful Portfolios LLC
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Birchbrook: Schwab · Miller Capital: Schwab · Successful Portfolios LLC: Interactive Brokers, Schwab