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 Draper Asset Management, LLC (swap one in):+ Cladis Investment Advisory LLC $242.6M · Billings, MT+ Rayburn West Financial Services $242.6M · Nashville, TN+ Forteris Wealth Management, Inc. $219M · Armonk, NY+ Great Hill Advisory $218.4M · Port Washington, NY
Smithtown, NY
New York, NY
New York, NY
Assets under management$231M$244.6M$242.8M
Asset growth, last 2 years+68%+562%+50%
Advisory staff6262
Individual clients5221,07185
Assets per client$442K$228K$2.9M
Clients per advisor874143
Main custodianSchwab–Schwab
Filing with the SEC since201720232015
Tools in their stack3––
People on Advicer.bio8282

From each firm's latest Form ADV (Apr 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.

ToolDraper Asset Management, LLCStirlingshire InvestmentsBlue Spark Capital Advisors
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Draper Asset Management, LLC: Schwab · Stirlingshire Investments: none listed · Blue Spark Capital Advisors: Schwab