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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 Reservoir Wealth Management (swap one in):+ Newbridge Wealth Management $219.5M · Bryn Mawr, PA+ Skyoak Capital, Inc. $219.2M · Las Vegas, NV+ Safir Wealth Advisors, LLC $198.2M+ Hoffmann Hermanson $198.1M · Denver, CO
Lima, OH
Westerville, OH
Williston, VT
Assets under management$208.8M$220M$219.6M
Asset growth, last 2 years+38%+39%+16%
Advisory staff234
Individual clients438390137
Assets per client$477K$564K$1.6M
Clients per advisor21913034
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120212021
Tools in their stack––2
People on Advicer.bio235

From each firm's latest Form ADV (Feb 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.

ToolReservoir Wealth ManagementJericho FinancialCopper Leaf Financial, LLC
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Reservoir Wealth Management: Schwab, American Funds Distributors, Inc. · Jericho Financial: Schwab · Copper Leaf Financial, LLC: Fidelity, Schwab