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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):+ 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
Rochester, MN
Assets under management$207.7M$218.2M$218.3M
Asset growth, last 2 years+38%+86%+85%
Advisory staff2410
Individual clients111135231
Assets per client$1.9M$1.6M$945K
Clients per advisor563423
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212021
Tools in their stack121
People on Advicer.bio2311

From each firm's latest Form ADV (Mar 2026, Oct 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, LLCStrategic Asset Management LLC.
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Wix––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Orographic Financial Advisors: Schwab · Integrated Wealthcare, LLC: Schwab · Strategic Asset Management LLC.: Schwab