Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Reinhart Asset Management LLC (swap one in):+ Safe Harbor Assets $3M+ Dunhill & Company, LLC $3M · San Francisco, CA+ Orbit Financial Planning and Investments $2.7M+ Ultra Advisors LLC $2.7M · Lyndhurst, OH
Toledo, OH
Chattanooga, TN
Assets under management$2.9M$3M$3M
Asset growth, last 2 years–+104%–
Advisory staff110
Individual clients18121
Assets per client$160K$3M$145K
Clients per advisor181–
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–14
People on Advicer.bio111

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

ToolReinhart Asset Management LLCPantheon InvestmentsWealth-Source Financial
Website Builders
Squarespace––Uses it
Wix–Uses it–
Advisory Fee Billing
AdvicePay––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it