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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):+ Middleton & Company Inc. $1.23B · Boston, MA+ Aspire Capital Advisors LLC $1.23B · Seattle, WA+ Asa Managed Account Managers LLC $1.12B · Minneapolis, MN+ Schaefer Financial Management, Inc. $1.11B · Centennial, CO
Portland, ME
Harrisonburg, VA
Salt Lake City, UT
Assets under management$1.17B$1.23B$1.23B
Asset growth, last 2 years+55%+14%+419%
Advisory staff1187
Individual clients300403372
Assets per client$3.9M$3.1M$3.3M
Clients per advisor275053
Main custodianFidelitySchwabWells Fargo
Filing with the SEC since2012 or earlier20182023
Tools in their stack112
People on Advicer.bio1187

From each firm's latest Form ADV (Mar 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.

ToolPortland Global Advisors LLCGraves Light LenhartThree Seasons Wealth
CRM
SS&C Black DiamondUses itUses it–
Performance Reporting
Addepar––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Portland Global Advisors LLC: Fidelity · Graves Light Lenhart: Schwab · Three Seasons Wealth: Wells Fargo