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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 Fort Henry Capital, LLC (swap one in):+ Greenwich Advisors, LLC $293.2M · Greenwich, CT+ Blueprint Partners LLC $292.9M · Traverse City, MI+ Wyze Wealth Advisors, LLC $264.5M · Canonsburg, PA+ Roi Financial $264.2M · Beaverton, OR
Wheeling, WV
Boulder, CO
Traverse City, MI
Assets under management$278.5M$292.9M$292.6M
Asset growth, last 2 years+25%+34%+54%
Advisory staff244
Individual clients466203436
Assets per client$598K$1.4M$671K
Clients per advisor23351109
Main custodianSchwabSchwabFidelity
Filing with the SEC since201320202019
Tools in their stack–3–
People on Advicer.bio254

From each firm's latest Form ADV (Feb 2026, 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

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.

ToolFort Henry Capital, LLCKilterhowling LLCHemming& Wealth Management, Inc.
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Fort Henry Capital, LLC: Schwab · Kilterhowling LLC: Schwab, Fidelity · Hemming& Wealth Management, Inc.: Fidelity