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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):+ Sovran Advisors, LLC $1.87B · San Diego, CA+ Austin Asset $1.87B · Austin, TX+ Wellington Consulting Services Inc $1.69B · Chantilly, VA+ Petredis Investment Advisors $1.69B · Warrendale, PA
Bozeman, MT
Little Rock, AR
London
Assets under management$1.78B$1.87B$1.68B
Asset growth, last 2 years+18%+43%+37%
Advisory staff71313
Individual clients20332101
Assets per client$89M$5.6M$16.7M
Clients per advisor3268
Main custodian–SchwabLombard Odier
Filing with the SEC since2012 or earlier20202017
Tools in their stack1––
People on Advicer.bio116–

From each firm's latest Form ADV (Aug 2026, Sep 2026, May 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, LLCNevastar Finance LTD
Website Builders
WebflowUses it––

Custodians on Form ADV: Bitterroot Capital Advisors LLC: none listed · Naviter Wealth, LLC: Schwab · Nevastar Finance LTD: Lombard Odier, UBS