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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 Portia Investment Advsors LTD (swap one in):+ Avertrust Wealth LLC $1.3M+ Atip, Inc $1.3M+ Due West Wealth Advisors LLC $1.2M · Marietta, GA+ Ra Advisory LLC $1.2M
London
Clinton, OK
Assets under management$1.3M$1.3M$1.3M
Asset growth, last 2 years+0%––
Advisory staff111
Individual clients–526
Assets per client–$263K$51K
Clients per advisor–526
Main custodianInteractive Brokers––
Filing with the SEC since201320262026
Tools in their stack––3
People on Advicer.bio–11

From each firm's latest Form ADV (Jul 2024, Aug 2026, Jul 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

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.

ToolPortia Investment Advsors LTDDominion Capital Management, LLCMountaintop Wealth
Client Data Gathering
PreciseFP––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Portia Investment Advsors LTD: Interactive Brokers · Dominion Capital Management, LLC: none listed · Mountaintop Wealth: none listed