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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+ Forteris Wealth Management, Inc. $219M · Armonk, NY
Smithtown, NY
New York, NY
Port Washington, NY
Assets under management$231M$244.6M$218.4M
Asset growth, last 2 years+68%+562%+58%
Advisory staff6262
Individual clients5221,071116
Assets per client$442K$228K$1.9M
Clients per advisor874158
Main custodianSchwab–Schwab
Filing with the SEC since201720232021
Tools in their stack3–1
People on Advicer.bio8281

From each firm's latest Form ADV (Apr 2026, Sep 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.

ToolDraper Asset Management, LLCStirlingshire InvestmentsGreat Hill Advisory
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Draper Asset Management, LLC: Schwab · Stirlingshire Investments: none listed · Great Hill Advisory: Schwab