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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 Saratoga Investment Solutions Inc. (swap one in):+ Vintage Wealth Management Group $51.2M · Charlotte, NC+ Bryan Investments, LLC $51.2M+ Essex Capital Management $46.3M+ Integrity Advisory Partners LLC $46.1M · New York, NY
Saratoga Springs, NY
Staten Island, NY
San Francisco, CA
Assets under management$48.7M$51.6M$51.2M
Asset growth, last 2 years–+91%–
Advisory staff121
Individual clients389129
Assets per client$1.3M$567K$1.8M
Clients per advisor384629
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack324
People on Advicer.bio131

From each firm's latest Form ADV (Jun 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.

ToolSaratoga Investment Solutions Inc.PurevestRapport Financial, LLC
Digital Marketing
AdvisorStreamUses it––
Mailchimp–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it
Risk Tolerance
DataPointsUses it––
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Saratoga Investment Solutions Inc.: none listed · Purevest: Schwab · Rapport Financial, LLC: none listed