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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 Parrish Capital, LLC (swap one in):+ Waypoints Financial $157.7M · Sebring, FL+ Outfitter Financial $157.7M · Brunswick, ME+ The Advisors Group $142.4M · Lubbock, TX+ Castleton Partners, LLC $142.4M
Kennesaw, GA
Calhoun, GA
Bend, OR
Assets under management$150M$158.6M$157.5M
Asset growth, last 2 years–+25%–
Advisory staff263
Individual clients234108288
Assets per client$641K$1.5M$547K
Clients per advisor1171896
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420182024
Tools in their stack–1–
People on Advicer.bio264

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.

ToolParrish Capital, LLCStarr-Mathews Financial, LLCCopia Wealth Management
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Parrish Capital, LLC: Schwab · Starr-Mathews Financial, LLC: Schwab, Matrix Trust · Copia Wealth Management: Schwab