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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 Octo Capital, LLC (swap one in):+ Price Financial Group Wealth Management, Inc. $173.5M · Portland, OR+ Innis Investments $173.3M+ Sima Wealth Partners, LLC $156.7M · Richmond, VA+ Rhl Group, LLC $155.1M · Holly, MI
Bingham Farms, MI
Reno, NV
Kalamazoo, MI
Assets under management$165M$173.4M$156.6M
Asset growth, last 2 years–+30%+22%
Advisory staff112
Individual clients135125137
Assets per client$1.2M$1.4M$1.1M
Clients per advisor13512569
Main custodianSchwabSchwabFidelity
Filing with the SEC since20242012 or earlier2020
Tools in their stack312
People on Advicer.bio112

From each firm's latest Form ADV (Feb 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.

ToolOcto Capital, LLCParadigm Capital ManagementBreakwater Capital
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
DropboxUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Octo Capital, LLC: Schwab · Paradigm Capital Management: Schwab · Breakwater Capital: Fidelity, Schwab, TIAA-Cref Investment Management LLC