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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 Rubin Overseas LTD. (swap one in):+ Orchard Advisors $89.2M+ Dodge Wealth Management $89.1M · Foxboro, MA+ Mollot & Hardy, Inc. $80.6M · Amherst, NY+ Cypress Wealth Advisors, LLC $80.6M · Shavano Park, TX
Zurich
Dyer, IN
Canadian, TX
Assets under management$84.9M$89.2M$80.6M
Asset growth, last 2 years−14%––
Advisory staff423
Individual clients12312169
Assets per client$7.1M$286K$477K
Clients per advisor315656
Main custodianUBS––
Filing with the SEC since201320262026
Tools in their stack–33
People on Advicer.bio–23

From each firm's latest Form ADV (Jan 2025, Mar 2026, Jul 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.

ToolRubin Overseas LTD.Gineris Wealth ManagementPerennial Wealth Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
SEI–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Rubin Overseas LTD.: UBS, Bank Julius Baer, Banque Pictet & Cie Sa · Gineris Wealth Management: none listed · Perennial Wealth Advisors, LLC: none listed