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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):+ Future Capital $2.42B · Chattanooga, TN+ Check Capital Management Inc $2.37B · Costa Mesa, CA+ Next Capital Management LLC $2.14B · New York, NY+ Roundview Capital, LLC $2.13B · Princeton, NJ
Knoxville, TN
Jackson, TN
Mansfield, OH
Assets under management$2.25B$2.45B$2.14B
Asset growth, last 2 years+51%+67%+24%
Advisory staff1710319
Individual clients9828,6311,064
Assets per client$2.3M$284K$2M
Clients per advisor588456
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack212
People on Advicer.bio2011920

From each firm's latest Form ADV (Aug 2026, Oct 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.Pinnacle Advisors
Digital Marketing
HeyKyra––Uses it
WealthReachUses it––
Advisor Lead Gen
WealthtenderUses it––
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Rather & Kittrell, Inc.: Fidelity · Silver Oak Securities, Inc.: Schwab · Pinnacle Advisors: Schwab