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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+ Lynch Asset Management, Inc. $330.6M+ Essex Private Wealth Management LLC $330.5M · Topsfield, MA
San Francisco, CA
Calgary
Assets under management$348.1M$365.6M$330.7M
Asset growth, last 2 years––+31%
Advisory staff184
Individual clients25517106
Assets per client$1.4M$21.5M$3.1M
Clients per advisor255227
Main custodian––Fidelity
Filing with the SEC since202420242012 or earlier
Tools in their stack112
People on Advicer.bio17–

From each firm's latest Form ADV (Jul 2026, Sep 2026, Jun 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, LLCSandstone Asset Management Inc.
CRM
HubSpot––Uses it
SS&C Black Diamond––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 · Sandstone Asset Management Inc.: Fidelity