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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 Inkwell Capital (swap one in):+ Vanderpol Investments L.l.c. $118.1M · Caledonia, MI+ Cs Advisors Inc. $118M · Boca Raton, FL+ Structured Investment Advisors, LLC $106.6M · Sandusky, OH+ Bergamot Asset Management LP $106.5M · Princeton, NJ
Yorba Linda, CA
San Antonio, TX
Assets under management$112.2M$118M$117.9M
Asset growth, last 2 years–+637%–
Advisory staff215
Individual clients49221616
Assets per client$2.3M$534K$191K
Clients per advisor25221123
Main custodianSchwabSchwabFidelity
Filing with the SEC since202420202023
Tools in their stack–3–
People on Advicer.bio22–

From each firm's latest Form ADV (Mar 2026, Dec 2024). 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.

ToolInkwell CapitalArk Wealth Advisors, LLCTexas Financial Advisory
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Inkwell Capital: Schwab · Ark Wealth Advisors, LLC: Schwab · Texas Financial Advisory: Fidelity, Schwab