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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 Scout (swap one in):+ Aries Investments, LLC $842K · Lakeland, TN+ Global Hill Wealth Advisors LLC $840K+ Worthique $758K+ Legacy Finance Group LLC $753K
Cambridge, MA
Assets under management$798K$840K$846K
Asset growth, last 2 years+269%––
Advisory staff101
Individual clients1,246116
Assets per client$640.776886035313$76K$141K
Clients per advisor1,246–6
Main custodianApex Clearing––
Filing with the SEC since202220262026
Tools in their stack22–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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.

ToolScoutPivotpoint Advisors, LLCViraj Capital, LLC
CRM
HubSpotUses it––
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Scout: Apex Clearing · Pivotpoint Advisors, LLC: none listed · Viraj Capital, LLC: none listed