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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 Martin Capital Partners, LLC (swap one in):+ Clarus Wealth Advisors, LLC $305.2M · Peoria, AZ+ Retirement Capital Strategies, Inc. $305.2M · San Jose, CA+ Oasis Wealth Planning Advisors $275.9M+ Spectrum Strategic Capital Management, LLC $275.4M · Corvallis, OR
Eugene, OR
Medford, OR
San Diego, CA
Assets under management$290.5M$306.1M$305.1M
Asset growth, last 2 years−13%+40%+44%
Advisory staff413
Individual clients286246439
Assets per client$1M$1.2M$695K
Clients per advisor72246146
Main custodianRaymond JamesSchwabRaymond James
Filing with the SEC since2012 or earlier20202018
Tools in their stack22–
People on Advicer.bio313

From each firm's latest Form ADV (Sep 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.

ToolMartin Capital Partners, LLCFidelis ImKachkovsky & Fisher, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses itUses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Martin Capital Partners, LLC: Raymond James, Schwab · Fidelis Im: Schwab · Kachkovsky & Fisher, Inc.: Raymond James