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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 Rutherford Investment Management (swap one in):+ Welch Investment Group, LLC $263.8M · Grants Pass, OR+ Salus Financial Advisors $262.6M+ Everest Wealth Management $237.4M · Leawood, KS+ Portland Private Wealth Management, Inc. $235.4M · Portland, OR
Portland, OR
Beaverton, OR
Newport Beach, CA
Assets under management$250M$264.2M$262.6M
Asset growth, last 2 years+44%+63%–
Advisory staff456
Individual clients622721,193
Assets per client$4M$971K$220K
Clients per advisor1654199
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920212024
Tools in their stack–3–
People on Advicer.bio426

From each firm's latest Form ADV (Oct 2026, Mar 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.

ToolRutherford Investment ManagementRoi FinancialNewport Wealth Advisors, Inc.
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Tax Planning
ProConnect–Uses it–

Custodians on Form ADV: Rutherford Investment Management: Schwab · Roi Financial: Schwab · Newport Wealth Advisors, Inc.: Schwab