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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 Reichard Capital, LLC (swap one in):+ Cloverfields Capital Group, LP $358.7M · Minneapolis, MN+ Point Windward Advisors, Inc. $358.6M · New York, NY+ Vista Investment Management, LLC $323.9M · Pittsburgh, PA+ Kennicott Capital Management LLC $323.9M
Charlotte, NC
Burbank, CA
Savoy, IL
Assets under management$341M$358.4M$358.2M
Asset growth, last 2 years+5%+19%+28%
Advisory staff357
Individual clients109347185
Assets per client$3.1M$1M$1.9M
Clients per advisor366926
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2019
Tools in their stack––4
People on Advicer.bio357

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolReichard Capital, LLCCalifornia Capital ManagementBluestem Financial Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Reichard Capital, LLC: Schwab · California Capital Management: Schwab · Bluestem Financial Advisors, LLC: Schwab