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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+ Perennial Wealth Advisors, LLC $80.6M · Canadian, TX
Zurich
Dyer, IN
Assets under management$84.9M$89.2M$89.2M
Asset growth, last 2 years−14%–+15%
Advisory staff4213
Individual clients12312611
Assets per client$7.1M$286K$146K
Clients per advisor315647
Main custodianUBS–Interactive Brokers
Filing with the SEC since201320262016
Tools in their stack–3–
People on Advicer.bio–212

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

ToolRubin Overseas LTD.Gineris Wealth ManagementTradeway
Custodial Platform
SEI–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses it–

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