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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+ Paramount Investment Advisors $42.2M · Buford, GA+ Curated Wealth Solutions, LLC $42.1M
Blair, NE
Fort Worth, TX
Assets under management$44.4M$46.7M$42.1M
Asset growth, last 2 years+30%––
Advisory staff111
Individual clients30298211
Assets per client$1.5M$157K$200K
Clients per advisor30298211
Main custodianSchwab––
Filing with the SEC since201320262025
Tools in their stack24–
People on Advicer.bio11–

From each firm's latest Form ADV (Feb 2026, Jan 2026, Sep 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, LLCTrs Advisors, LLC
Portfolio Management
NDEXUses it––
Panoramix–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

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