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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):+ New Vernon Wealth Management LLC $781M · Highland Park, IL+ Sierra Summit Advisors LLC $780.8M+ Dodds Wealth, LLC $706.2M · Greenwood Village, CO+ Northcape Wealth Management $706.1M · Williamsville, NY
Pittsburgh, PA
Coatesville, PA
Newtown, PA
Assets under management$743.6M$788.3M$785.6M
Asset growth, last 2 years+176%+84%+12%
Advisory staff7116
Individual clients196589894
Assets per client$3.8M$1.3M$879K
Clients per advisor2858956
Main custodianPershingSchwabSchwab
Filing with the SEC since20202012 or earlier2013
Tools in their stack64–
People on Advicer.bio8112

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.Insight Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
iPaladinUses it––
Custodial Platform
Charles SchwabUses itUses it–
NetX360 (Pershing)Uses it––
Website Builders
Squarespace–Uses it–
WixUses it––
Financial Planning
eMoneyUses itUses it–
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Interchange Capital Partners: Pershing · Hoey Investments, Inc.: Schwab · Insight Advisors, LLC: Schwab