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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 North Capital (swap one in):+ Psi Capital Management $384.8M · Lancaster, PA+ Pacific Asset Management, LLC $384.8M · Gig Harbor, WA+ Heritage Oak Wealth Advisors $347.4M · Santa Rosa Beach, FL+ Cottonwood Capital Advisors $347.3M · Irving, TX
Salt Lake City, UT
Salt Lake City, UT
Dallas, TX
Assets under management$365.8M$386.1M$384.6M
Asset growth, last 2 years+40%+27%−15%
Advisory staff634
Individual clients17021150
Assets per client$2.2M$1.8M$7.7M
Clients per advisor287013
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack114
People on Advicer.bio1044

From each firm's latest Form ADV (May 2026, Aug 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.

ToolNorth CapitalCannon Capital Management, Inc.Promus Advisors
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
HubSpotUses it–Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: North Capital: Schwab · Cannon Capital Management, Inc.: Schwab, Great- West Trust Company, LLC · Promus Advisors: Pershing