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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 Rather & Kittrell, Inc. (swap one in):+ Smith Moore & Co. $2.37B · Clayton, MO+ Check Capital Management Inc $2.37B · Costa Mesa, CA+ Pinnacle Advisors $2.14B · Mansfield, OH+ Next Capital Management LLC $2.14B · New York, NY
Knoxville, TN
Jackson, TN
Chattanooga, TN
Assets under management$2.25B$2.45B$2.42B
Asset growth, last 2 years+51%+67%+151%
Advisory staff171032
Individual clients9828,63117,092
Assets per client$2.3M$284K$142K
Clients per advisor58848,546
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack212
People on Advicer.bio201192

From each firm's latest Form ADV (Aug 2026, Oct 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.

ToolRather & Kittrell, Inc.Silver Oak Securities, Inc.Future Capital
Advisor Lead Gen
WealthtenderUses it––
CRM
HubSpot––Uses it
Digital Marketing
WealthReachUses it––
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Rather & Kittrell, Inc.: Fidelity · Silver Oak Securities, Inc.: Schwab · Future Capital: none listed