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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+ Nevastar Finance LTD $1.68B · London
Bozeman, MT
Little Rock, AR
Warrendale, PA
Assets under management$1.78B$1.87B$1.69B
Asset growth, last 2 years+18%+43%+91%
Advisory staff7136
Individual clients20332530
Assets per client$89M$5.6M$3.2M
Clients per advisor32688
Main custodian–SchwabWells Fargo
Filing with the SEC since2012 or earlier20202022
Tools in their stack1––
People on Advicer.bio1167

From each firm's latest Form ADV (Aug 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.

ToolBitterroot Capital Advisors LLCNaviter Wealth, LLCPetredis Investment Advisors
Website Builders
WebflowUses it––

Custodians on Form ADV: Bitterroot Capital Advisors LLC: none listed · Naviter Wealth, LLC: Schwab · Petredis Investment Advisors: Wells Fargo