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 Rising Financial (swap one in):+ Witter & Westlake Investments $12.7M+ Sabino Investment Management, L.l.c. $12.7M · Tucson, AZ+ 7 Star Investment Advisors $11.4M+ Lbg Advisor $11.4M · Irvine, CA
Seattle, WA
Assets under management$12.1M$12.7M$11.5M
Asset growth, last 2 years––+23%
Advisory staff113
Individual clients54734
Assets per client$223K$1.8M$337K
Clients per advisor54711
Main custodian––Schwab
Filing with the SEC since202620262014
Tools in their stack––2
People on Advicer.bio114

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.

ToolRising FinancialContessa CapitalDirectional Financial Services
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Rising Financial: none listed · Contessa Capital: none listed · Directional Financial Services: Schwab