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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 Jericho Financial (swap one in):+ Wharton Midmarket Investment Advisors Inc $231.1M · Woodbridge, CT+ Sachem Investment Counsel LLC $231.1M+ Reservoir Wealth Management $208.8M · Lima, OH+ Garlikov Advisors Inc $207.6M · Columbus, OH
Westerville, OH
Middletown, OH
Highland Heights, OH
Assets under management$220M$232.8M$207.1M
Asset growth, last 2 years+39%+23%+24%
Advisory staff343
Individual clients390138162
Assets per client$564K$1.7M$1.3M
Clients per advisor1303554
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120152017
Tools in their stack––1
People on Advicer.bio353

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

ToolJericho FinancialSummit Financial Advisors, Inc.Purtill Financial LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Jericho Financial: Schwab · Summit Financial Advisors, Inc.: Schwab · Purtill Financial LLC: Schwab