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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 Forem Investments LLC (swap one in):+ Holland Investment Management, Inc. $64.1M · Fort Worth, TX+ Kenai Investments, Inc. $64M · Amarillo, TX+ Ultimate Retirement Products, Inc. $57.9M+ Red Hills Capital, LLC $57.9M · Tallahassee, FL
Coral Gables, FL
Incline Village, NV
Parkersburg, WV
Assets under management$61M$64.1M$64.1M
Asset growth, last 2 years+52%––
Advisory staff222
Individual clients48129358
Assets per client$1.3M$497K$179K
Clients per advisor2465179
Main custodian–––
Filing with the SEC since201320262026
Tools in their stack1–2
People on Advicer.bio222

From each firm's latest Form ADV (Mar 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

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.

ToolForem Investments LLCCavalot CapitalRohr Capital Management
Custodial Platform
Charles Schwab––Uses it
Planning Light
AdvyzonUses it––
Website Builders
Squarespace––Uses it