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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 Interchange Capital Partners (swap one in):+ Insight Advisors, LLC $785.6M · Newtown, PA+ Sierra Summit Advisors LLC $780.8M+ Northcape Wealth Management $706.1M · Williamsville, NY+ Empire Financial Management Company, LLC $706M · Holmdel, NJ
Pittsburgh, PA
Coatesville, PA
Greenwood Village, CO
Assets under management$743.6M$788.3M$706.2M
Asset growth, last 2 years+176%+84%+30%
Advisory staff717
Individual clients196589421
Assets per client$3.8M$1.3M$1.7M
Clients per advisor2858960
Main custodianPershingSchwabLPL Financial
Filing with the SEC since20202012 or earlier2022
Tools in their stack642
People on Advicer.bio817

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

ToolInterchange Capital PartnersHoey Investments, Inc.Dodds Wealth, LLC
CRM
Envestnet Tamarac–Uses it–
iPaladinUses it––
Custodial Platform
Charles SchwabUses itUses it–
NetX360 (Pershing)Uses it––
Financial Planning
eMoneyUses itUses it–
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace–Uses itUses it
WixUses it––
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Interchange Capital Partners: Pershing · Hoey Investments, Inc.: Schwab · Dodds Wealth, LLC: LPL Financial