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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+ Newport Wealth Advisors, Inc. $262.6M · Newport Beach, CA+ Everest Wealth Management $237.4M · Leawood, KS+ Portland Private Wealth Management, Inc. $235.4M · Portland, OR
Portland, OR
Beaverton, OR
Assets under management$250M$264.2M$262.6M
Asset growth, last 2 years+44%+63%–
Advisory staff455
Individual clients62272365
Assets per client$4M$971K$719K
Clients per advisor165473
Main custodianSchwabSchwabFidelity
Filing with the SEC since201920212024
Tools in their stack–35
People on Advicer.bio424

From each firm's latest Form ADV (Oct 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.

ToolRutherford Investment ManagementRoi FinancialSalus Financial Advisors
Custodial Platform
Charles Schwab–Uses it–
SEI––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Tax Planning
ProConnect–Uses it–
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Rutherford Investment Management: Schwab · Roi Financial: Schwab · Salus Financial Advisors: Fidelity, SEI