Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Neuenschwander Asset Management, LLC $173.5M · Mcfarland, WI+ Price Financial Group Wealth Management, Inc. $173.5M · Portland, OR+ Breakwater Capital $156.6M · Kalamazoo, MI+ Rhl Group, LLC $155.1M · Holly, MI
Bingham Farms, MI
Reno, NV
Assets under management$165M$173.4M$173.3M
Asset growth, last 2 years–+30%+24%
Advisory staff112
Individual clients135125237
Assets per client$1.2M$1.4M$731K
Clients per advisor135125119
Main custodianSchwabSchwabApex Clearing
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio11–

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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 ManagementInnis Investments
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 · Innis Investments: Apex Clearing