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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):+ Avestar Capital, LLC $2.07B · New York, NY+ Ellenbecker Investment Group $2.06B · Waukesha, WI+ First Long Island Investors, LLC $1.86B · Jericho, NY+ Windward Capital Management Co $1.86B · Los Angeles, CA
Madison, WI
Milwaukee, WI
Atlanta, GA
Assets under management$1.96B$2.06B$2.06B
Asset growth, last 2 years+157%+65%+38%
Advisory staff1771117
Individual clients–430888
Assets per client–$4.8M$2.3M
Clients per advisor–3952
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–13
People on Advicer.bio2471417

From each firm's latest Form ADV (Oct 2019, Oct 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 LLCCahaba Wealth Management, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Harbour Investments, Inc.: none listed · Operose Advisors LLC: Schwab · Cahaba Wealth Management, Inc.: Fidelity