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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):+ Salus Financial Advisors $262.6M+ 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
Grants Pass, OR
Assets under management$250M$264.2M$263.8M
Asset growth, last 2 years+44%+63%+24%
Advisory staff452
Individual clients62272387
Assets per client$4M$971K$682K
Clients per advisor1654194
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920212012 or earlier
Tools in their stack–31
People on Advicer.bio423

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 FinancialWelch Investment Group, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Tax Planning
ProConnect–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Rutherford Investment Management: Schwab · Roi Financial: Schwab · Welch Investment Group, LLC: Schwab