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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 Portfolio Logix, LLC (swap one in):+ Blue River Capital Management $41.5M+ Planned Financial Security $41.5M+ Northstar Investment Partners $37.5M · Alpharetta, GA+ Eps Wealth Management $37.5M
Missoula, MT
Whitefish, MT
Assets under management$39.5M$41.5M$37.5M
Asset growth, last 2 years–−32%–
Advisory staff213
Individual clients1564145
Assets per client$253K$1M$833K
Clients per advisor784115
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–1–
People on Advicer.bio213

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

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.

ToolPortfolio Logix, LLCGlacierwealthGlobal Insight Advisors
Client File Sharing
Box–Uses it–