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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 Ghp Investment Advisors Inc (swap one in):+ Meyer Handelman Company LLC $3.24B · Rye Brook, NY+ Chilton Capital Management LLC $3.23B · Houston, TX+ Farther Asset Management, LLC $2.91B · San Francisco, CA+ Fort Point Capital Partners LLC $2.89B · San Francisco, CA
Denver, CO
Portland, OR
Sarasota, FL
Assets under management$3.06B$3.22B$3.22B
Asset growth, last 2 years+26%+32%−5%
Advisory staff222018
Individual clients1,2266511,091
Assets per client$2.5M$4.9M$2.9M
Clients per advisor563361
Main custodianSchwabSchwabMorgan Stanley
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio272316

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

ToolGhp Investment Advisors IncVista Capital Partners, Inc.Cumberland Advisors
Client File Sharing
BoxUses it––

Custodians on Form ADV: Ghp Investment Advisors Inc: Schwab · Vista Capital Partners, Inc.: Schwab · Cumberland Advisors: Morgan Stanley, U.S. Bank, Fidelity, Pershing, Schwab