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.

Portfolio Logix, LLC
Glacierwealth
Northstar Investment Partners

	Portfolio Logix, LLC Missoula, MT	Glacierwealth Whitefish, MT	Northstar Investment Partners Alpharetta, GA
Assets under management	$39.5M	$41.5M	$37.5M
Asset growth, last 2 years	–	−32%	–
Advisory staff	2	1	4
Individual clients	156	41	78
Assets per client	$253K	$1M	$481K
Clients per advisor	78	41	20
Main custodian	–	–	–
Filing with the SEC since	2026	2012 or earlier	2026
Tools in their stack	–	1	4
People on Advicer.bio	2	1	4

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