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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 Fulcrum Capital, LLC (swap one in):+ Oak Harvest Investment Services $1.14B · Houston, TX+ Provident Investment Management, Inc. $1.13B · Novi, MI+ Greatmark Investment Partners, Inc. $1.02B · Columbus, GA+ Zevin Asset Management, LLC $1.02B · Boston, MA
Seattle, WA
Bellevue, WA
Bel Air, MD
Assets under management$1.08B$1.16B$1.13B
Asset growth, last 2 years+27%+134%+39%
Advisory staff81813
Individual clients2966651,087
Assets per client$3.6M$1.7M$1M
Clients per advisor373784
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20182020
Tools in their stack112
People on Advicer.bio71516

From each firm's latest Form ADV (Mar 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.

ToolFulcrum Capital, LLCFortis Capital Management LLCThe Kelly Group
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Fulcrum Capital, LLC: Schwab · Fortis Capital Management LLC: Fidelity, Schwab · The Kelly Group: Fidelity