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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 Intervest LTD (swap one in):+ Ridgeline Wealth Planning LLC $259.6M · Centerville, OH+ Braeburn Wealth Management, LLC $259.4M · Muskegon, MI+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Mount Vernon Associates Inc $232.5M · Baltimore, MD
Chevy Chase, MD
Overland Park, KS
Kensington, MD
Assets under management$247M$259.4M$234M
Asset growth, last 2 years+31%–+24%
Advisory staff246
Individual clients175132245
Assets per client$1.4M$2M$955K
Clients per advisor883341
Main custodianSEIRaymond JamesSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–31
People on Advicer.bio245

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

ToolIntervest LTDStoryone Family OfficeDelta Financial Advisors, Inc
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Intervest LTD: SEI · Storyone Family Office: Raymond James · Delta Financial Advisors, Inc: Schwab