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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 Otto & Associates, Inc. (swap one in):+ Seneschal Family Office $301.3M · Tacoma, WA+ Kinloch Capital, LLC $301.1M · Glen Allen, VA+ 46 Peaks Investment Advisory Group $272.1M · Newtown, PA+ Hutner Capital Management Inc. $271.2M · Manchester, VT
Norwich, VT
Coon Rapids, MN
Maumee, OH
Assets under management$286.6M$301.1M$272.2M
Asset growth, last 2 years+28%+42%−11%
Advisory staff344
Individual clients152316662
Assets per client$1.9M$953K$411K
Clients per advisor5179166
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–––
People on Advicer.bio343

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

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Otto & Associates, Inc.: Schwab · Ffp Wealth Management, LLC: Schwab, Fidelity, Equity Institutional · Camelot Portfolios, LLC: Fidelity, Folio, Interactive Brokers