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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 Breakwater Capital (swap one in):+ Octo Capital, LLC $165M · Bingham Farms, MI+ Pollock Planning Associates Inc $164.5M+ Wagner Wealth Management, Corp. $148.7M · Conyngham, PA+ Arborfi Advisors, LLC $148.4M · Ann Arbor, MI
Kalamazoo, MI
Auburn Hills, MI
Dublin, OH
Assets under management$156.6M$166.1M$148.8M
Asset growth, last 2 years+22%+29%–
Advisory staff232
Individual clients137391158
Assets per client$1.1M$425K$942K
Clients per advisor6913079
Main custodianFidelityFidelityFidelity
Filing with the SEC since202020182024
Tools in their stack2–1
People on Advicer.bio242

From each firm's latest Form ADV (Mar 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.

ToolBreakwater CapitalRetirement Resources, LLCCompass Financial Group, Inc.
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Breakwater Capital: Fidelity, Schwab, TIAA-Cref Investment Management LLC · Retirement Resources, LLC: Fidelity · Compass Financial Group, Inc.: Fidelity