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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 Financial Forum, Inc. (swap one in):+ Breakwater Investment Management $302.7M · Seattle, WA+ Cloud Capital Management $300.2M · Seattle, WA+ Round Hill Asset Management Inc $271.3M · Pasadena, CA+ Parsonex Advisory Services, Inc. $271.3M · Englewood, CO
Spokane, WA
Tacoma, WA
Miami Township, OH
Assets under management$285.8M$301.3M$300.1M
Asset growth, last 2 years+32%+23%+7%
Advisory staff433
Individual clients572227191
Assets per client$500K$1.3M$1.6M
Clients per advisor1437664
Main custodianSchwabSchwabFidelity
Filing with the SEC since20202012 or earlier2019
Tools in their stack23–
People on Advicer.bio435

From each firm's latest Form ADV (Aug 2026, Jul 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.

ToolFinancial Forum, Inc.Seneschal Family OfficeBirchcreek Wealth Management, LLC
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Client File Sharing
ShareFileUses it––
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Financial Forum, Inc.: Schwab · Seneschal Family Office: Schwab · Birchcreek Wealth Management, LLC: Fidelity