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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+ Breakwater Capital $156.6M · Kalamazoo, MI
Bingham Farms, MI
Reno, NV
Holly, MI
Assets under management$165M$173.4M$155.1M
Asset growth, last 2 years–+30%–
Advisory staff113
Individual clients135125350
Assets per client$1.2M$1.4M$443K
Clients per advisor135125117
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2024
Tools in their stack31–
People on Advicer.bio113

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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 ManagementRhl Group, LLC
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 · Rhl Group, LLC: Schwab, Nationwide