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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 Scratch Capital (swap one in):+ Robbins Wealth Management $241.7M · Erie, PA+ 1620 Investment Advisors, Inc. $241.6M · Plymouth, MA+ Great Hill Advisory $218.4M · Port Washington, NY+ Alpha Financial Advisors, LLC $218.3M · Mclean, VA
Boise, ID
Miami, FL
Assets under management$230.1M$241.6M$241.8M
Asset growth, last 2 years–+14%+43%
Advisory staff423
Individual clients1506935
Assets per client$1.5M$3.5M$6.9M
Clients per advisor383512
Main custodianSchwabCitiSchwab
Filing with the SEC since20242012 or earlier2021
Tools in their stack41–
People on Advicer.bio421

From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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.

ToolScratch CapitalMori Huston PartnersAdolos Asset Management
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Scratch Capital: Schwab · Mori Huston Partners: Citi, Banco Santander, Schwab, Jefferies LLC · Adolos Asset Management: Schwab