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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 Gehrig Capital Management, Inc. (swap one in):+ Sage Hill Capital $214.3M · Ann Arbor, MI+ Ponta Wealth Partners, LLC $214.3M · Winter Park, FL+ Mws Capital Consultants LLC $193.7M · Chicago, IL+ D. M. Brenner, Inc. $193.6M · Solana Beach, CA
Merrillville, IN
Fairlawn, OH
Assets under management$203.9M$214.2M$214.2M
Asset growth, last 2 years+48%+106%−27%
Advisory staff534
Individual clients644199110
Assets per client$317K$1.1M$1.9M
Clients per advisor1296628
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120242018
Tools in their stack–5–
People on Advicer.bio544

From each firm's latest Form ADV (Sep 2026, Mar 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.

ToolGehrig Capital Management, Inc.ViableObjective Capital Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Gehrig Capital Management, Inc.: Fidelity · Viable: Schwab · Objective Capital Management, LLC: Fidelity