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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 Scarborough Capital Management (swap one in):+ Wny Asset Management, LLC $1.73B · Williamsville, NY+ Agw Capital Advisors $1.73B · Tampa, FL+ Godsey & Gibb Wealth Management $1.56B · Richmond, VA+ Tritonpoint Wealth, LLC $1.55B · Chevy Chase, MD
Annapolis, MD
Baltimore, MD
Charlotte, NC
Assets under management$1.64B$1.74B$1.73B
Asset growth, last 2 years+38%+34%+53%
Advisory staff15118
Individual clients2,66472583,199
Assets per client$617K$2.4M$21K
Clients per advisor1786610,400
Main custodianSchwabSchwabApex Clearing
Filing with the SEC since20132012 or earlier2014
Tools in their stack34–
People on Advicer.bio151185

From each firm's latest Form ADV (Oct 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.

ToolScarborough Capital ManagementWbh Advisory, Inc.Ally Invest Advisors
Digital Marketing
Amplify ReviewsUses it––
Snappy Kraken–Uses it–
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Scarborough Capital Management: Schwab · Wbh Advisory, Inc.: Schwab, Fidelity · Ally Invest Advisors: Apex Clearing