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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 Old Port Advisors (swap one in):+ Kershner, Grosso & Co. $825.5M · Saratoga Spring, NY+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Interchange Capital Partners $743.6M · Pittsburgh, PA+ Sensible Money, LLC $742.5M · Scottsdale, AZ
Portland, ME
Virginia Beach, VA
Palm Desert, CA
Assets under management$782.8M$822.2M$822.2M
Asset growth, last 2 years+12%+39%+26%
Advisory staff1065
Individual clients816431320
Assets per client$959K$1.9M$2.6M
Clients per advisor827264
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20232013
Tools in their stack–3–
People on Advicer.bio1163

From each firm's latest Form ADV (Aug 2026, Sep 2026, Apr 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.

ToolOld Port AdvisorsGratus Wealth Advisors LLCFlc Capital Advisors
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Old Port Advisors: Schwab · Gratus Wealth Advisors LLC: Schwab · Flc Capital Advisors: Schwab