Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Elevation Advisory Partners LLC $226M · Orlando, FL
Linden, MI
Daytona Beach, FL
Reston, VA
Assets under management$238.1M$250M$250M
Asset growth, last 2 years+28%+25%+81%
Advisory staff1453
Individual clients490127350
Assets per client$486K$2M$714K
Clients per advisor3525117
Main custodianRaymond JamesSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–13
People on Advicer.bio454

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, LLCFirstrustInvestology Inc.
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses itUses it

Custodians on Form ADV: Rachor Investment Advisory Services, LLC: Raymond James · Firstrust: Schwab · Investology Inc.: none listed