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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 Silver Tiger Advisors (swap one in):+ Investment Resources Center $6.1M · Palatine, IL+ Harvest Capital Management $6.1M+ Sedona Asset Management Services, LLC $5.5M+ American Trust Investment Services Advisory, Inc. $5.5M · Whiting, IN
New York, NY
Assets under management$5.8M$6.1M$5.5M
Asset growth, last 2 years–––
Advisory staff215
Individual clients–158,441
Assets per client–$408K$654.2312522213008
Clients per advisor–151,688
Main custodian––Drivewealth, LLC
Filing with the SEC since202220262022
Tools in their stack–6–
People on Advicer.bio21–

From each firm's latest Form ADV (Jul 2022, 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.

ToolSilver Tiger AdvisorsNewgen Wealth Creation LLCRevolut Wealth Inc.
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Tax Planning
ProConnect–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Silver Tiger Advisors: none listed · Newgen Wealth Creation LLC: none listed · Revolut Wealth Inc.: Drivewealth, LLC