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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 Seniorsolutions (swap one in):+ Safe Harbor Assets $3M+ Dunhill & Company, LLC $3M · San Francisco, CA+ Courtside Wealth Partners LLC $2.7M+ Clearpeak Capital Management $2.7M
Chattanooga, TN
Assets under management$2.9M$3M$2.7M
Asset growth, last 2 years–+104%–
Advisory staff111
Individual clients281–
Assets per client$103K$3M–
Clients per advisor281–
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–1–
People on Advicer.bio–11

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

ToolSeniorsolutionsPantheon InvestmentsOrbit Financial Planning and Investments
Website Builders
Wix–Uses it–