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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):+ Retirement Capital Strategies, Inc. $305.2M · San Jose, CA+ Kachkovsky & Fisher, Inc. $305.1M · San Diego, CA+ Oasis Wealth Planning Advisors $275.9M+ Spectrum Strategic Capital Management, LLC $275.4M · Corvallis, OR
Eugene, OR
Medford, OR
Windham, NH
Assets under management$290.5M$306.1M$275.8M
Asset growth, last 2 years−13%+40%+50%
Advisory staff416
Individual clients286246172
Assets per client$1M$1.2M$1.6M
Clients per advisor7224629
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack225
People on Advicer.bio315

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

1 tool 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 ImNorthstar Financial Planning, LLC
Client Data Gathering
Jotform––Uses it
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Martin Capital Partners, LLC: Raymond James, Schwab · Fidelis Im: Schwab · Northstar Financial Planning, LLC: Schwab