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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 Fig Tree Capital (swap one in):+ Cloverhill Capital Management $9.1M · New York, NY+ Granite State Capital Management, LLC $9.1M+ Blacksmith Advisors LLC $8.3M+ Pomegranate Financial LLC $8.2M
Idaho Falls, ID
Chattanooga, TN
Assets under management$8.7M$9.1M$8.2M
Asset growth, last 2 years–––
Advisory staff121
Individual clients281318
Assets per client$310K$702K$458K
Clients per advisor28718
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack36–
People on Advicer.bio122

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

ToolFig Tree CapitalVitality WealthSouthbridge Capital Partners LLC
Custodial Platform
Altruist–Uses it–
Charles SchwabUses it––
Advisor Lead Gen
Fee-Only Network–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
Webflow–Uses it–