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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 Rachor Investment Advisory Services, LLC (swap one in):+ Swiss Usadvisors $250M · Zurich+ Rutherford Investment Management $250M · Portland, OR+ Denali Wealth Management, Inc. $226.1M · Mequon, WI+ Elevation Advisory Partners LLC $226M · Orlando, FL
Linden, MI
Daytona Beach, FL
Oklahoma City, OK
Assets under management$238.1M$250M$250M
Asset growth, last 2 years+28%+25%+35%
Advisory staff1453
Individual clients490127145
Assets per client$486K$2M$1.7M
Clients per advisor352548
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–11
People on Advicer.bio452

From each firm's latest Form ADV (Mar 2026, Sep 2026, May 2025). 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.

ToolRachor Investment Advisory Services, LLCFirstrustBison Capital Advisors, LLC
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Rachor Investment Advisory Services, LLC: Raymond James · Firstrust: Schwab · Bison Capital Advisors, LLC: Fidelity