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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 Portland Global Advisors LLC (swap one in):+ Aspire Capital Advisors LLC $1.23B · Seattle, WA+ Three Seasons Wealth $1.23B · Salt Lake City, UT+ Asa Managed Account Managers LLC $1.12B · Minneapolis, MN+ Schaefer Financial Management, Inc. $1.11B · Centennial, CO
Portland, ME
Harrisonburg, VA
Boston, MA
Assets under management$1.17B$1.23B$1.23B
Asset growth, last 2 years+55%+14%+19%
Advisory staff1187
Individual clients300403346
Assets per client$3.9M$3.1M$3.6M
Clients per advisor275049
Main custodianFidelitySchwabState Street
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack111
People on Advicer.bio1187

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

1 tool 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.

ToolPortland Global Advisors LLCGraves Light LenhartMiddleton & Company Inc.
CRM
SS&C Black DiamondUses itUses itUses it

Custodians on Form ADV: Portland Global Advisors LLC: Fidelity · Graves Light Lenhart: Schwab · Middleton & Company Inc.: State Street, Fidelity, Schwab