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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 Silverlake Portfolio Advisors LLC (swap one in):+ Bagby Wealth Management $46.7M · Dexter, MO+ Encompass Advisors, LTD. $46.7M · Brevard, NC+ Iron Mountain Financial Planning $42.3M · Rapid City, SD+ Pilot Retirement Advisors $42.2M
Assets under management$44.5M$46.7M$42.2M
Asset growth, last 2 years––−36%
Advisory staff121
Individual clients3390112
Assets per client$1.3M$519K$377K
Clients per advisor3345112
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack23–
People on Advicer.bio131

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

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.

ToolSilverlake Portfolio Advisors LLCReppond Investments, Inc.Berg Investment Planning
Website Builders
SquarespaceUses it––
Wix–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly–Uses it–