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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 Nfi, LLC (swap one in):+ Bay Hill Capital Management USA, LLC $63.4M+ Bradford Capital Management, LLC $63.4M+ Centurion Counsel Inc $57.4M · San Diego, CA+ Summit Investment Advisory Group LLC $57.1M · Huntingdon Valley, PA
Seven Fields, PA
Green, OH
Bothell, WA
Assets under management$60.4M$63.4M$63.4M
Asset growth, last 2 years+137%–+85%
Advisory staff212
Individual clients13410294
Assets per client$451K$622K$675K
Clients per advisor6710247
Main custodian–––
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack–22
People on Advicer.bio212

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

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.

ToolNfi, LLCHyland Wealth Management LLCSound Investment Strategies, Inc.
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace–Uses it–