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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 Draper Asset Management, LLC (swap one in):+ Blue Spark Capital Advisors $242.8M · New York, NY+ Rayburn West Financial Services $242.6M · Nashville, TN+ Skyoak Capital, Inc. $219.2M · Las Vegas, NV+ Great Hill Advisory $218.4M · Port Washington, NY
Smithtown, NY
New York, NY
Armonk, NY
Assets under management$231M$244.6M$219M
Asset growth, last 2 years+68%+562%+58%
Advisory staff6263
Individual clients5221,071175
Assets per client$442K$228K$1.3M
Clients per advisor874158
Main custodianSchwab–Trade-PMR
Filing with the SEC since201720232012 or earlier
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 InvestmentsForteris Wealth Management, Inc.
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 · Forteris Wealth Management, Inc.: Trade-PMR