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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+ Abel Hall, LLC $819.1M · Baton Rouge, LA+ Kozak & Tripp Private Asset Management, Inc. $813.4M · Highlands Ranch, CO
Denver, CO
Chicago, IL
Greenwood Village, CO
Assets under management$862.4M$906.2M$810M
Asset growth, last 2 years+20%+41%+57%
Advisory staff1044
Individual clients434216375
Assets per client$2M$4.2M$2.2M
Clients per advisor435494
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack45–
People on Advicer.bio1043

From each firm's latest Form ADV (Mar 2026, May 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 ManagementInvestment Management Associates
Custodial Platform
Charles SchwabUses itUses it–
LPL Financial (ClientWorks)–Uses it–
Website Builders
SquarespaceUses it––
Webflow–Uses it–
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Gill Capital Partners: Schwab · Riverpoint Wealth Management: LPL Financial · Investment Management Associates: Fidelity, Schwab