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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 Glenorchy Capital Limited (swap one in):+ Matriarch Wealth Management, LLC $267.3M+ C.m.bidwell & Associates LTD $267.1M+ Mori Huston Partners $241.6M · Miami, FL+ 1620 Investment Advisors, Inc. $241.6M · Plymouth, MA
Anaheim, CA
Erie, PA
Assets under management$254.4M$267.3M$241.7M
Asset growth, last 2 years+82%+33%+21%
Advisory staff243
Individual clients344250139
Assets per client$740K$1.1M$1.7M
Clients per advisor1726346
Main custodianInteractive BrokersSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio143

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

ToolGlenorchy Capital LimitedRetirementadvice | JkaRobbins Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Glenorchy Capital Limited: Interactive Brokers · Retirementadvice | Jka: Schwab, Wealthforge Securities, LLC · Robbins Wealth Management: Schwab