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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 Olive Wealth Management (swap one in):+ Cogent Capital Group $88.3M+ Park + Elm Investment Advisers $88.2M · Carmel, IN+ S Squared Advisors LLC $79.3M · Austin, TX+ Hg Tailored Financial Services $79.3M · Dallas, TX
Houston, TX
Charlottesville, VA
Assets under management$83.9M$88.2M$88.1M
Asset growth, last 2 years––+18%
Advisory staff213
Individual clients548552
Assets per client$1.6M$1M$1.7M
Clients per advisor278517
Main custodian––Schwab
Filing with the SEC since202620262014
Tools in their stack2––
People on Advicer.bio213

From each firm's latest Form ADV (Mar 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

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.

ToolOlive Wealth ManagementBullrock Capital, LLCSwift Run Capital Management
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Olive Wealth Management: none listed · Bullrock Capital, LLC: none listed · Swift Run Capital Management: Schwab