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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+ Sherman Portfolios $1.56B · Coeur D'alene, ID
Annapolis, MD
Baltimore, MD
Chevy Chase, MD
Assets under management$1.64B$1.74B$1.55B
Asset growth, last 2 years+38%+34%+17%
Advisory staff15116
Individual clients2,664725338
Assets per client$617K$2.4M$4.6M
Clients per advisor1786656
Main custodianSchwabSchwabSchwab
Filing with the SEC since20132012 or earlier2023
Tools in their stack34–
People on Advicer.bio151111

From each firm's latest Form ADV (Oct 2026, Aug 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.Tritonpoint Wealth, LLC
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 · Tritonpoint Wealth, LLC: Schwab, Fidelity