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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 Garde Capital, Inc. (swap one in):+ Strategic Financial Services $2.81B · Utica, NY+ Paul Comstock Partners $2.8B · Houston, TX+ Arcus Capital Partners, LLC $2.51B · Atlanta, GA+ Saratoga Research & Investment Management $2.51B · Saratoga, CA
Seattle, WA
San Antonio, TX
Wilkes-Barre, PA
Assets under management$2.65B$2.79B$2.79B
Asset growth, last 2 years+89%+99%+21%
Advisory staff8256
Individual clients4622,1032,322
Assets per client$5.7M$1.3M$1.2M
Clients per advisor5884387
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack311–
People on Advicer.bio9457

From each firm's latest Form ADV (Mar 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.

ToolGarde Capital, Inc.Titleist Asset ManagementBerkshire Asset Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses itUses it–
Altruist–Uses it–
Raymond James–Uses it–
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Wealthbox–Uses it–
Financial Planning
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
AI Platforms
ChatGPT–Uses it–
Client Data Gathering
Asset-Map–Uses it–
Investment Data/Analytics
YCharts–Uses it–

Custodians on Form ADV: Garde Capital, Inc.: Schwab · Titleist Asset Management: Schwab, Raymond James · Berkshire Asset Management, LLC: Schwab, Wells Fargo