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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 Inverlochy Capital, Inc. (swap one in):+ Don Scholl & Associates, Inc. $46.7M+ Sequoia Private Wealth Management, LLC $46.6M · Irving, TX+ Trs Advisors, LLC $42.1M · Fort Worth, TX+ Curated Wealth Solutions, LLC $42.1M
Blair, NE
Buford, GA
Assets under management$44.4M$46.7M$42.2M
Asset growth, last 2 years+30%––
Advisory staff111
Individual clients3029874
Assets per client$1.5M$157K$570K
Clients per advisor3029874
Main custodianSchwab––
Filing with the SEC since201320262025
Tools in their stack246
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Jan 2026, Apr 2025). 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.

ToolInverlochy Capital, Inc.Planvest, LLCParamount Investment Advisors
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)––Uses it
Portfolio Management
NDEXUses it––
Panoramix–Uses it–
401(k) Implementation
Guideline––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Inverlochy Capital, Inc.: Schwab · Planvest, LLC: none listed · Paramount Investment Advisors: none listed