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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
Wilton, CT
Assets under management$862.4M$906.2M$906.7M
Asset growth, last 2 years+20%+41%+35%
Advisory staff10412
Individual clients434216622
Assets per client$2M$4.2M$1.5M
Clients per advisor435452
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20132017
Tools in their stack451
People on Advicer.bio10410

From each firm's latest Form ADV (Mar 2026, Jun 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 ManagementRound Rock Advisors LLC
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–
Planning Light
Advyzon––Uses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Gill Capital Partners: Schwab · Riverpoint Wealth Management: LPL Financial · Round Rock Advisors LLC: Schwab, Fidelity, UBS