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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):+ Agw Capital Advisors $1.73B · Tampa, FL+ Ally Invest Advisors $1.73B · Charlotte, NC+ Godsey & Gibb Wealth Management $1.56B · Richmond, VA+ Tritonpoint Wealth, LLC $1.55B · Chevy Chase, MD
Annapolis, MD
Baltimore, MD
Coeur D'alene, ID
Assets under management$1.64B$1.74B$1.56B
Asset growth, last 2 years+38%+34%+669%
Advisory staff15113
Individual clients2,6647256,652
Assets per client$617K$2.4M$234K
Clients per advisor178662,217
Main custodianSchwabSchwab–
Filing with the SEC since20132012 or earlier2022
Tools in their stack343
People on Advicer.bio15112

From each firm's latest Form ADV (Oct 2026, Sep 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.Sherman Portfolios
Digital Marketing
Amplify ReviewsUses it––
Snappy Kraken–Uses it–
Client File Sharing
Dropbox––Uses it
CRM
HubSpotUses it–Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Scarborough Capital Management: Schwab · Wbh Advisory, Inc.: Schwab, Fidelity · Sherman Portfolios: none listed