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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 Orser Capital Management LLC (swap one in):+ West Invest $304.5M · Bellingham, WA+ Nautilus Advisors LLC $304.3M · La Jolla, CA+ Roserock Wealth Management, LLC $275M · Dallas, TX+ Berry Wealth Group $274.5M · Granbury, TX
Southlake, TX
Dallas, TX
The Woodlands, TX
Assets under management$289.8M$305.5M$273.4M
Asset growth, last 2 years+23%+33%–
Advisory staff133
Individual clients141363279
Assets per client$2.1M$842K$980K
Clients per advisor14112193
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420182024
Tools in their stack––2
People on Advicer.bio333

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

ToolOrser Capital Management LLCLeap Wealth ManagementLegacy Capital
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Orser Capital Management LLC: Schwab · Leap Wealth Management: Schwab · Legacy Capital: Schwab