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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+ Pinnacle Advisors $2.14B · Mansfield, OH+ Next Capital Management LLC $2.14B · New York, NY
Knoxville, TN
Jackson, TN
Clayton, MO
Assets under management$2.25B$2.45B$2.37B
Asset growth, last 2 years+51%+67%+39%
Advisory staff1710350
Individual clients9828,6314,095
Assets per client$2.3M$284K$579K
Clients per advisor588482
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio2011945

From each firm's latest Form ADV (Aug 2026, Oct 2026, Mar 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.Smith Moore & Co.
Advisor Lead Gen
WealthtenderUses it––
Digital Marketing
WealthReachUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Rather & Kittrell, Inc.: Fidelity · Silver Oak Securities, Inc.: Schwab · Smith Moore & Co.: none listed