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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 Gill Capital Partners (swap one in):+ Berthel Fisher & Company Financial Services, Inc. $906.4M · Cedar Rapids, IA+ South Street Advisors, LLC $906.1M · New York, NY+ Kozak & Tripp Private Asset Management, Inc. $813.4M · Highlands Ranch, CO+ Investment Management Associates $810M · Greenwood Village, CO
Denver, CO
Chicago, IL
Baton Rouge, LA
Assets under management$862.4M$906.2M$819.1M
Asset growth, last 2 years+20%+41%+187%
Advisory staff1047
Individual clients434216183
Assets per client$2M$4.2M$4.5M
Clients per advisor435426
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since2012 or earlier20132019
Tools in their stack453
People on Advicer.bio1047

From each firm's latest Form ADV (Mar 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.

ToolGill Capital PartnersRiverpoint Wealth ManagementAbel Hall, LLC
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses itUses it–
LPL Financial (ClientWorks)–Uses it–
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Digital Marketing
FMG (FMG Suite)––Uses it
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Gill Capital Partners: Schwab · Riverpoint Wealth Management: LPL Financial · Abel Hall, LLC: Fidelity