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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 Elevate Capital Advisors (swap one in):+ Southern Capital Services Inc $192.5M · Daphne, AL+ Cig Asset Management, Inc. $192.5M · Southfield, MI+ Murphy & Mullick Capital Management Corp $174.1M · Smithtown, NY+ Jms Capital Group Wealth Services, LLC $174M · Sewickley, PA
Eagle, CO
Centennial, CO
El Segundo, CA
Assets under management$183.3M$193.1M$192.5M
Asset growth, last 2 years+31%–+22%
Advisory staff512
Individual clients200296135
Assets per client$916K$652K$1.4M
Clients per advisor4029668
Main custodianSchwabSchwabFidelity
Filing with the SEC since202020242021
Tools in their stack2–2
People on Advicer.bio512

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

ToolElevate Capital AdvisorsHinchley Advisory Group, LLCGreenshields Capital LLC
Financial Planning
eMoneyUses it–Uses it
Planning Light
AdvyzonUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Elevate Capital Advisors: Schwab · Hinchley Advisory Group, LLC: Schwab · Greenshields Capital LLC: Fidelity, Schwab