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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 Orographic Financial Advisors (swap one in):+ Strategic Asset Management LLC. $218.3M · Rochester, MN+ Highpass Asset Management LLC $218.2M · Denver, CO+ Aps Investment Management Group $197.2M · Jackson, CA+ Osprey Capital Management Corp. $197.2M · Miami Beach, FL
Durham, NC
Assets under management$207.7M$218.2M$218.1M
Asset growth, last 2 years+38%+86%–
Advisory staff242
Individual clients11113556
Assets per client$1.9M$1.6M$3.9M
Clients per advisor563428
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212024
Tools in their stack124
People on Advicer.bio232

From each firm's latest Form ADV (Mar 2026, Feb 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, LLCManuka Financial
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Website Builders
Webflow–Uses itUses it
SquarespaceUses it––
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Capitect––Uses it

Custodians on Form ADV: Orographic Financial Advisors: Schwab · Integrated Wealthcare, LLC: Schwab · Manuka Financial: Schwab