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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):+ Ponta Wealth Partners, LLC $214.3M · Winter Park, FL+ Objective Capital Management, LLC $214.2M · Fairlawn, OH+ Mws Capital Consultants LLC $193.7M · Chicago, IL+ D. M. Brenner, Inc. $193.6M · Solana Beach, CA
Merrillville, IN
Ann Arbor, MI
Assets under management$203.9M$214.2M$214.3M
Asset growth, last 2 years+48%+106%+50%
Advisory staff532
Individual clients64419979
Assets per client$317K$1.1M$2.7M
Clients per advisor1296640
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack–5–
People on Advicer.bio542

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.ViableSage Hill Capital
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 · Sage Hill Capital: Schwab