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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):+ Copper Leaf Financial, LLC $219.6M · Williston, VT+ Newbridge Wealth Management $219.5M · Bryn Mawr, PA+ Safir Wealth Advisors, LLC $198.2M+ Hoffmann Hermanson $198.1M · Denver, CO
Lima, OH
Westerville, OH
Las Vegas, NV
Assets under management$208.8M$220M$219.2M
Asset growth, last 2 years+38%+39%+28%
Advisory staff233
Individual clients438390236
Assets per client$477K$564K$929K
Clients per advisor21913079
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212012 or earlier
Tools in their stack––1
People on Advicer.bio232

From each firm's latest Form ADV (Feb 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.

ToolReservoir Wealth ManagementJericho FinancialSkyoak Capital, Inc.
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Reservoir Wealth Management: Schwab, American Funds Distributors, Inc. · Jericho Financial: Schwab · Skyoak Capital, Inc.: Schwab, American Funds Distributors, Inc.