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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 Smartharvest Portfolios (swap one in):+ Chicago Wealth Management, Inc. $365.7M · Chicago, IL+ Asset Planning Services Inc $365.6M · Covington, LA+ Sandstone Asset Management Inc. $330.7M · Calgary+ Lynch Asset Management, Inc. $330.6M
San Francisco, CA
Salt Lake City, UT
Assets under management$348.1M$365.6M$365.8M
Asset growth, last 2 years––+40%
Advisory staff186
Individual clients25517170
Assets per client$1.4M$21.5M$2.2M
Clients per advisor255228
Main custodian––Schwab
Filing with the SEC since202420242012 or earlier
Tools in their stack111
People on Advicer.bio1710

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

ToolSmartharvest PortfoliosInflection Capital Management, LLCNorth Capital
CRM
HubSpot––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Smartharvest Portfolios: none listed · Inflection Capital Management, LLC: none listed · North Capital: Schwab