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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+ Elevation Advisory Partners LLC $226M · Orlando, FL
Linden, MI
Daytona Beach, FL
Concord, NH
Assets under management$238.1M$250M$226M
Asset growth, last 2 years+28%+25%+26%
Advisory staff1451
Individual clients490127186
Assets per client$486K$2M$1.2M
Clients per advisor3525186
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio452

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, LLCFirstrustValpey Financial Services LLC
Financial Planning
eMoney–Uses it–

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