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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 Shearwater Capital (swap one in):+ Quaker Wealth Management LLC $449.3M · Moorestown, NJ+ Silverleafe Capital Partners, LLC $449.2M · Germantown, TN+ Ballast Rock Private Wealth $405.7M · Charleston, SC+ Bontempo Ohly Capital Management, LLC $405.7M · Bethesda, MD
Denver, CO
Bettendorf, IA
Annapolis, MD
Assets under management$427.3M$449M$448.8M
Asset growth, last 2 years+39%+78%+50%
Advisory staff466
Individual clients180468187
Assets per client$2.4M$959K$2.4M
Clients per advisor457831
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–6–
People on Advicer.bio486

From each firm's latest Form ADV (Mar 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.

ToolShearwater CapitalNikulski Financial, Inc.Westbourne Investment Advisors Inc.
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Shearwater Capital: Schwab · Nikulski Financial, Inc.: Schwab · Westbourne Investment Advisors Inc.: Schwab