Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Breachway Investments, LLC (swap one in):+ Price Financial Group Wealth Management, Inc. $173.5M · Portland, OR+ Innis Investments $173.3M+ Breakwater Capital $156.6M · Kalamazoo, MI+ Englebert Financial Advisers, LLC $156.6M · Allentown, PA
Charlestown, RI
Reno, NV
Essex Junction, VT
Assets under management$164.9M$173.4M$156.6M
Asset growth, last 2 years+47%+30%+48%
Advisory staff111
Individual clients24212515
Assets per client$681K$1.4M$10.4M
Clients per advisor24212515
Main custodianSchwabSchwabHemenway & Barnes LLP
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack211
People on Advicer.bio111

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jun 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.

ToolBreachway Investments, LLCParadigm Capital ManagementDwv Advisors, LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Breachway Investments, LLC: Schwab · Paradigm Capital Management: Schwab · Dwv Advisors, LLC: Hemenway & Barnes LLP, Fiduciary Trust, Wilmington Trust, Interactive Brokers, US Trust