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 Orographic Financial Advisors (swap one in):+ Highpass Asset Management LLC $218.2M · Denver, CO+ Manuka Financial $218.1M+ Aps Investment Management Group $197.2M · Jackson, CA+ Osprey Capital Management Corp. $197.2M · Miami Beach, FL
Durham, NC
Salem, NH
Assets under management$207.7M$218.2M$197.1M
Asset growth, last 2 years+38%+86%+45%
Advisory staff245
Individual clients11113587
Assets per client$1.9M$1.6M$2.3M
Clients per advisor563417
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220212024
Tools in their stack124
People on Advicer.bio234

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolOrographic Financial AdvisorsIntegrated Wealthcare, LLCDavis Wealth Advisors
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Envestnet––Uses it
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Orographic Financial Advisors: Schwab · Integrated Wealthcare, LLC: Schwab · Davis Wealth Advisors: Fidelity