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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):+ Bison Capital Advisors, LLC $250M · Oklahoma City, OK+ Rutherford Investment Management $250M · Portland, OR+ Denali Wealth Management, Inc. $226.1M · Mequon, WI+ Valpey Financial Services LLC $226M · Concord, NH
Linden, MI
Daytona Beach, FL
Orlando, FL
Assets under management$238.1M$250M$226M
Asset growth, last 2 years+28%+25%+32%
Advisory staff1454
Individual clients490127378
Assets per client$486K$2M$598K
Clients per advisor352595
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–12
People on Advicer.bio453

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

ToolRachor Investment Advisory Services, LLCFirstrustElevation Advisory Partners LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Rachor Investment Advisory Services, LLC: Raymond James · Firstrust: Schwab · Elevation Advisory Partners LLC: Schwab