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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+ Mkt Advisors LLC $463.7M · Carlsbad, CA+ One Oak Capital Management, LLC $418.5M · Purchase, NY+ Mccollum Christoferson Group, LLC $415.8M · Amherst, NY
Rochester, NY
New York, NY
Santa Barbara, CA
Assets under management$441.2M$468.8M$463.5M
Asset growth, last 2 years+76%−29%+38%
Advisory staff757
Individual clients464130390
Assets per client$951K$3.6M$1.2M
Clients per advisor662656
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2020
Tools in their stack1––
People on Advicer.bio838

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

ToolRise Advisors, LLCChesapeake Asset Management LLCMonarch Wealth Strategies
Financial Planning
eMoneyUses it––

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