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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 Intertide Partners (swap one in):+ Pettyjohn, Wood & White, Inc. $1.02B · Lynchburg, VA+ Zevin Asset Management, LLC $1.02B · Boston, MA+ Keudell Morrison Wealth Management, LLC $921.5M · Salem, OR+ Princeton Global Asset Management LLC $921.3M · Princeton, NJ
Chicago, IL
Highland Park, IL
Columbus, GA
Assets under management$971.4M$1.03B$1.02B
Asset growth, last 2 years+191%+60%+28%
Advisory staff274
Individual clients–389420
Assets per client–$2.7M$2.4M
Clients per advisor–56105
Main custodianSchwabFidelitySchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–42
People on Advicer.bio–84

From each firm's latest Form ADV (Apr 2026, Aug 2026, 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.

ToolIntertide PartnersFort Sheridan Advisors LLCGreatmark Investment Partners, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond–Uses itUses it
Financial Planning
eMoney–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Intertide Partners: Schwab · Fort Sheridan Advisors LLC: Fidelity, Interactive Brokers · Greatmark Investment Partners, Inc.: Schwab