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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 Motiv8 Investments LLC (swap one in):+ Scratch Capital $230.1M · Boise, ID+ Mos Capital, Inc. $230M+ Alere Planning LLC $208M+ Stillwater Wealth Management Group LLC $206.6M · Juno Beach, FL
Port St Lucie, FL
Boca Raton, FL
Naples, FL
Assets under management$219.1M$232.2M$231.3M
Asset growth, last 2 years+85%–+34%
Advisory staff1013
Individual clients720127240
Assets per client$304K$1.8M$964K
Clients per advisor7212780
Main custodianSchwabSchwabFidelity
Filing with the SEC since201620242021
Tools in their stack–––
People on Advicer.bio1014

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Motiv8 Investments LLC: Schwab · Reshape Wealth: Schwab · Andrew Hill Investment Advisors, Inc.: Fidelity