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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 Northpoint Advisory LLC (swap one in):+ Rs Asset Management, LLC $107.2M · Colorado Springs, CO+ Stillblue Financial Partners, LLC $107.1M · Jacksonville, FL+ Evergreen Wealth Advisors, Inc. $96.8M+ Nathanael R. Brayton, Cfa $96.8M · Boston, MA
Austin, TX
Assets under management$102M$107.2M$107.2M
Asset growth, last 2 years––+0%
Advisory staff132
Individual clients2069333
Assets per client$5.1M$1.6M$322K
Clients per advisor2023167
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack1–2
People on Advicer.bio133

From each firm's latest Form ADV (Jan 2026, Oct 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

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.

ToolNorthpoint Advisory LLCKing FinancialTurner Capital Investments, LLC
Investment Data/Analytics
MorningstarUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Northpoint Advisory LLC: none listed · King Financial: none listed · Turner Capital Investments, LLC: Schwab