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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 Rise Advisors, LLC (swap one in):+ Tufton Capital Management, LLC $463.8M · Hunt Valley, MD+ Monarch Wealth Strategies $463.5M · Santa Barbara, CA+ One Oak Capital Management, LLC $418.5M · Purchase, NY+ Mccollum Christoferson Group, LLC $415.8M · Amherst, NY
Rochester, NY
New York, NY
Carlsbad, CA
Assets under management$441.2M$468.8M$463.7M
Asset growth, last 2 years+76%−29%+22%
Advisory staff754
Individual clients464130374
Assets per client$951K$3.6M$1.2M
Clients per advisor662694
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio834

From each firm's latest Form ADV (Aug 2026, Apr 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.

ToolRise Advisors, LLCChesapeake Asset Management LLCMkt Advisors LLC
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Rise Advisors, LLC: Fidelity · Chesapeake Asset Management LLC: Schwab, Pershing · Mkt Advisors LLC: Schwab