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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):+ Adolos Asset Management $241.8M+ 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
Erie, PA
Assets under management$230.1M$241.6M$241.7M
Asset growth, last 2 years–+14%+21%
Advisory staff423
Individual clients15069139
Assets per client$1.5M$3.5M$1.7M
Clients per advisor383546
Main custodianSchwabCitiSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack413
People on Advicer.bio423

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

1 tool 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 PartnersRobbins Wealth Management
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses itUses itUses it

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