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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):+ Pacific Asset Management, LLC $384.8M · Gig Harbor, WA+ Promus Advisors $384.6M · Dallas, TX+ 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
Lancaster, PA
Assets under management$365.8M$386.1M$384.8M
Asset growth, last 2 years+40%+27%+34%
Advisory staff637
Individual clients170211503
Assets per client$2.2M$1.8M$765K
Clients per advisor287072
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack11–
People on Advicer.bio10410

From each firm's latest Form ADV (May 2026, Aug 2026, Oct 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.Psi Capital Management
CRM
HubSpotUses it––
Financial Planning
eMoney–Uses it–

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