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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 Quish (swap one in):+ Kingsbury Capital Investment Advisors LLC $162M+ Corkern & Co., Inc. $161.9M · Little Rock, AR+ Paramount Associates Wealth Management $146.5M · Greenwood Village, CO+ Ulta Wealth Management, LLC $146.5M · Las Vegas, NV
Boulder, CO
Ann Arbor, MI
Brentwood, TN
Assets under management$154.2M$162M$146.4M
Asset growth, last 2 years+157%+224%+21%
Advisory staff123
Individual clients139649
Assets per client$11.9M$1.7M$3M
Clients per advisor134816
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio123

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.

ToolQuishArbor Investment ManagementJ. Mark Nickell & Co.
CRM
Envestnet Tamarac––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Quish: none listed · Arbor Investment Management: Schwab · J. Mark Nickell & Co.: Schwab