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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 Quarry Hill Advisors (swap one in):+ First Wilshire Securities Management, Inc. $415.5M · Pasadena, CA+ Momentum Advisors $414.7M · New York, NY+ Bear Mountain Capital Inc. $375M · Seattle, WA+ Dorval & Chorne Financial Advisors $373.9M · Maple Grove, MN
Saint Paul, MN
Los Altos, CA
Decatur, GA
Assets under management$394.8M$415M$415.2M
Asset growth, last 2 years+54%+43%+27%
Advisory staff415
Individual clients203121332
Assets per client$1.9M$3.4M$1.3M
Clients per advisor5112166
Main custodianSchwabWells FargoSchwab
Filing with the SEC since202120232018
Tools in their stack42–
People on Advicer.bio426

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

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.

ToolQuarry Hill AdvisorsFlywheel Private Wealth LLCFerguson Shapiro LLC
Client File Sharing
BoxUses it––
CRM
HubSpotUses it––
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Schedule Apps
CalendlyUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Quarry Hill Advisors: Schwab · Flywheel Private Wealth LLC: Wells Fargo · Ferguson Shapiro LLC: Schwab