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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):+ Cloud Capital Management $300.2M · Seattle, WA+ Birchcreek Wealth Management, LLC $300.1M · Miami Township, OH+ Round Hill Asset Management Inc $271.3M · Pasadena, CA+ Parsonex Advisory Services, Inc. $271.3M · Englewood, CO
Spokane, WA
Tacoma, WA
Seattle, WA
Assets under management$285.8M$301.3M$302.7M
Asset growth, last 2 years+32%+23%+29%
Advisory staff432
Individual clients572227152
Assets per client$500K$1.3M$2M
Clients per advisor1437676
Main custodianSchwabSchwab–
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack233
People on Advicer.bio433

From each firm's latest Form ADV (Aug 2026, Jul 2026, Apr 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 OfficeBreakwater Investment Management
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Client File Sharing
ShareFileUses it–Uses it
CRM
Envestnet Tamarac–Uses itUses it
Custodial Platform
Charles Schwab–Uses itUses it

Custodians on Form ADV: Financial Forum, Inc.: Schwab · Seneschal Family Office: Schwab · Breakwater Investment Management: none listed