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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 Harbour Investments, Inc. (swap one in):+ Ellenbecker Investment Group $2.06B · Waukesha, WI+ Cahaba Wealth Management, Inc. $2.06B · Atlanta, GA+ First Long Island Investors, LLC $1.86B · Jericho, NY+ Windward Capital Management Co $1.86B · Los Angeles, CA
Madison, WI
Milwaukee, WI
New York, NY
Assets under management$1.96B$2.06B$2.07B
Asset growth, last 2 years+157%+65%+81%
Advisory staff177116
Individual clients–430170
Assets per client–$4.8M$12.2M
Clients per advisor–3928
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20202017
Tools in their stack–13
People on Advicer.bio2471413

From each firm's latest Form ADV (Oct 2019, Oct 2026, Sep 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.

ToolHarbour Investments, Inc.Operose Advisors LLCAvestar Capital, LLC
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it

Custodians on Form ADV: Harbour Investments, Inc.: none listed · Operose Advisors LLC: Schwab · Avestar Capital, LLC: Schwab, Pershing, Stifel