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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 Nottinghill Investment Advisers, LTD (swap one in):+ R & R Financial Planners, Inc. $60.1M · East Meadow, NY+ Triathlon Partners LLC $60.1M+ Berenz Wealth Management, LLC $54.3M · Littleton, CO+ Daybreak Wealth, LLC $54.3M · Hinsdale, IL
Cincinnati, OH
Cleveland, OH
Greenville, SC
Assets under management$57.2M$60.1M$54.3M
Asset growth, last 2 years+7%––
Advisory staff242
Individual clients7015231
Assets per client$817K$396K$1.8M
Clients per advisor353816
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–42
People on Advicer.bio242

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

ToolNottinghill Investment Advisers, LTDIntentional Wealth PartnersIntelligent Investing
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)–Uses it–
Advisory Fee Billing
AdvicePay–Uses it–
Custodial Platform
Altruist–Uses it–
Schedule Apps
Calendly–Uses itUses it