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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 Bitterroot Capital Advisors LLC (swap one in):+ Wilkinson Global Asset Management LLC $1.88B · New York, NY+ Sovran Advisors, LLC $1.87B · San Diego, CA+ Wellington Consulting Services Inc $1.69B · Chantilly, VA+ Petredis Investment Advisors $1.69B · Warrendale, PA
Bozeman, MT
Little Rock, AR
Austin, TX
Assets under management$1.78B$1.87B$1.87B
Asset growth, last 2 years+18%+43%+48%
Advisory staff71313
Individual clients20332447
Assets per client$89M$5.6M$4.2M
Clients per advisor32634
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack1––
People on Advicer.bio11615

From each firm's latest Form ADV (Aug 2026, Sep 2026, Feb 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.

ToolBitterroot Capital Advisors LLCNaviter Wealth, LLCAustin Asset
Website Builders
WebflowUses it––

Custodians on Form ADV: Bitterroot Capital Advisors LLC: none listed · Naviter Wealth, LLC: Schwab · Austin Asset: Schwab, Fidelity