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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+ Ferguson Shapiro LLC $415.2M · Decatur, GA+ Bear Mountain Capital Inc. $375M · Seattle, WA+ Dorval & Chorne Financial Advisors $373.9M · Maple Grove, MN
Saint Paul, MN
Los Altos, CA
New York, NY
Assets under management$394.8M$415M$414.7M
Asset growth, last 2 years+54%+43%+17%
Advisory staff417
Individual clients203121354
Assets per client$1.9M$3.4M$1.2M
Clients per advisor5112151
Main custodianSchwabWells FargoSchwab
Filing with the SEC since202120232012 or earlier
Tools in their stack426
People on Advicer.bio426

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

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.

ToolQuarry Hill AdvisorsFlywheel Private Wealth LLCMomentum Advisors
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Client File Sharing
BoxUses it––
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)Uses itUses itUses it
Investment Data/Analytics
Morningstar––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it–Uses it

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